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JobTitle




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Job Title




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Senior Tax Associate




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JobCode




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Job Code




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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6999




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JobCategoryName




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Job Category




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Job Type




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Permanent




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JobLocationName




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Job Location




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Boston - MA




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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PublishOnDate




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Date Posted




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Dec  1 2022 12:00:00:000AM




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ExpireOnDate




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Expires On




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Jan  4 2023 12:00:00:000AM




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Responsibilities




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Responsibilities




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 Contribute to the successful completion of projects as directed by Manager of Tax and Family Office Services




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Qualifications




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Qualifications




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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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
    •




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    RequiredYearsOfExperience




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    Required Years of Experience




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    5




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    AdditionalInfo




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    Additional Info




    File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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    For more information contact: Lynn Tyburski (617)728-4100 | lynn@fanning-boston.com




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    SalaryRange




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    Salary Range




    File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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    Field Value:
    100-120k


    Fanning Personnel - Boston Jobs - Boston Investment Jobs, Boston Finance Jobs - Fanning Personnel
     

    Senior Tax Associate
    Job Title:
    Senior Tax Associate
    Job Code:
    6999
    Job Type:
    Permanent
    Job Location:
    Boston - MA
    Date Posted:
    Dec 1 2022
    Expires On:
    Jan 4 2023
    Responsibilities:
    • 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

    Qualifications:
    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:
    5
    Additional Info:
    For more information contact: Lynn Tyburski (617)728-4100 | lynn@fanning-boston.com
    Salary Range:
    100-120k
    Name:

    Email:

    Phone #:

    Message:

    Submit Resume:



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