Job Title:
Senior Tax Associate
Job Code:
Job Type:
Job Location:
Boston - MA
Date Posted:
Dec 1 2022
Expires On:
Jan 4 2023
  • Deliver responsive client service in coordination with our financial planners, portfolio executives, and relationship managers
  • Review tax returns and plans prepared by other Senior Tax Associates or by Tax Associates
  • Prepare accurate and complete tax returns (Forms 1040, 1041, 709, 1065, 1120S, and 1099/W2, all schedules, and accompanying state forms)
  • Prepare or review client bookkeeping
  • Prepare or review responses to tax questions
  • Prepare or review tax plans, including year-end and transaction-related tax plans (sale of a home, sale of a business, implementation of an estate planning strategy, Roth conversions, charitable contributions, etc.)
  • Prepare or review responses to IRS and state tax notices
  • Present or co-present (with our financial planners) tax planning options to clients
  • Deliver regular reports on agreed-upon key performance indicators (KPIs) and provide as-needed status updates on client work
  • At the direction of the Manager of Tax and Family Office Services, serve as the designated or backup processor for tax e-filing
Contribute to the successful completion of projects as directed by Manager of Tax and Family Office Services

Bachelor's degree

5+ years experience preparing forms 1040, 1041, 709, 1065, 1120S, and 1099/W2, all schedules, and accompanying state forms.

  • Enrolled Agent (EA) or CPA required
  • Excellent customer service, verbal and written communication skills
  • Strong computer skills (PDF-paperless documents, CCH Axcess, QuickBooks, eMoney, Salesforce, Excel, Word)
  • Strong attention to detail
  • Ability to independently prioritize individual tasks
  • Must be compliant with all personal federal and state tax filing requirements
  • Already hold or be eligible to obtain an IRS PTIN (preparer tax identification number)
  • Be compliant with all initial and ongoing SEC and IRS compliance requirements
  • Required Years of Experience:
    Additional Info:
    For more information contact: Lynn Tyburski (617)728-4100 |
    Salary Range:


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