Daley And Associates, LLC
Senior Tax Associate, HNW & Trusts | $160K–$180K + 20% Bonus | 2 Days/Week in Ba
Daley And Associates, LLC, Boston, Massachusetts, us, 02298
Overview
A boutique wealth management firm located in Back Bay is hiring a Senior Tax Associate (8+ years) to join its Family Office Tax Services team. These client-facing roles involve HNW and UHNW taxation, trusts, and estate planning, offering challenging work with excellent work-life balance. Location:
Back Bay – 2 days/week Compensation:
Up to $180K base + 15%–20% bonus Benefits:
Full package, no billable hour requirements, supportive culture Responsibilities
Prepare and review complex individual, fiduciary, charitable, and gift tax returns Handle trust compliance and strategic tax planning (OneSource experience preferred) Work directly with clients, attorneys, and advisors on sophisticated planning Mentor junior team members and contribute to team growth Support audits and special projects Qualifications
CPA or EA required 8+ years of tax experience (public accounting, RA firm, or law firm) Experience with HNW/UHNW clients, fiduciary returns, and trusts Comfortable in a client-facing role with strong communication skills Experience preparing 150+ returns annually If you are interested, please apply here or email Chris Nappi at cnappi@daleyaa.com
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A boutique wealth management firm located in Back Bay is hiring a Senior Tax Associate (8+ years) to join its Family Office Tax Services team. These client-facing roles involve HNW and UHNW taxation, trusts, and estate planning, offering challenging work with excellent work-life balance. Location:
Back Bay – 2 days/week Compensation:
Up to $180K base + 15%–20% bonus Benefits:
Full package, no billable hour requirements, supportive culture Responsibilities
Prepare and review complex individual, fiduciary, charitable, and gift tax returns Handle trust compliance and strategic tax planning (OneSource experience preferred) Work directly with clients, attorneys, and advisors on sophisticated planning Mentor junior team members and contribute to team growth Support audits and special projects Qualifications
CPA or EA required 8+ years of tax experience (public accounting, RA firm, or law firm) Experience with HNW/UHNW clients, fiduciary returns, and trusts Comfortable in a client-facing role with strong communication skills Experience preparing 150+ returns annually If you are interested, please apply here or email Chris Nappi at cnappi@daleyaa.com
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