Daley And Associates, LLC
Tax Associate (No Billable Hour Requirement!)
Daley And Associates, LLC, Boston, Massachusetts, us, 02298
Overview
Our team is working with a leading boutique wealth management firm to hire a Tax Associate. The Tax Accountant will be responsible for the preparation and timely filing of federal and state individual and fiduciary income tax returns, charitable returns, and tax estimates of the highest complexity, including gathering and analysis of all information needed to complete these returns and to determine the lowest lawful tax burden for the client. This role is a full time hybrid position (2 days in the office & 3 days at home) that will offer up to $150K base, bonus, and strong benefits. Responsibilities
Prepares and timely files federal and state individual and fiduciary income tax returns of the highest complexity as assigned, including quarterly federal and state tax estimates as required. Prepares and timely files required tax returns and estimates or withholding as applicable for non-profit organizations, non-resident alien trust beneficiaries and other return preparation assignments. Prepares and timely files federal gift tax returns and performs gift tax planning projections as requested. Performs federal and state income tax projections and planning to assist the lawyers in strategic tax planning for clients. Analyzes trusts and other documents to determine the tax return requirements for related accounts. Reviews tax returns and other work product prepared by other tax accountants. Prepares amended returns, claims for refunds and applications for abatement as needed to determine the proper tax liability for accounts assigned to the incumbent. Reviews said documents when prepared by other income tax accountants. Conducts and participates in audits of a client’s tax return(s) with federal and state tax authorities of any tax returns prepared by the incumbent, or an income tax accountant. Serves as mentor to income tax accountants and provides consultative and interpretative support to other tax accountants within Tax Services on tax and technical support matters. Assists in formulating and drafting appropriate policies and procedures. Executes other duties assigned which are consistent with the objective of delivering timely and accurate tax administration services to our clients. Qualifications
A bachelor’s degree or equivalent in a business-related discipline is required, with a degree in accounting preferred. An advanced degree in taxation is preferred. CPA certification, or Internal Revenue Service Enrolled Agent (EA) (or the equivalent of one of these designations), required. 4-8 years of experience in preparation of sophisticated individual and fiduciary income tax returns is required. Working knowledge of tax preparation software systems is required. Prior experience with Onesource Trust Tax is preferred. Familiarity with standard office practices and personal computer software, such as Word and Excel is required.
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Our team is working with a leading boutique wealth management firm to hire a Tax Associate. The Tax Accountant will be responsible for the preparation and timely filing of federal and state individual and fiduciary income tax returns, charitable returns, and tax estimates of the highest complexity, including gathering and analysis of all information needed to complete these returns and to determine the lowest lawful tax burden for the client. This role is a full time hybrid position (2 days in the office & 3 days at home) that will offer up to $150K base, bonus, and strong benefits. Responsibilities
Prepares and timely files federal and state individual and fiduciary income tax returns of the highest complexity as assigned, including quarterly federal and state tax estimates as required. Prepares and timely files required tax returns and estimates or withholding as applicable for non-profit organizations, non-resident alien trust beneficiaries and other return preparation assignments. Prepares and timely files federal gift tax returns and performs gift tax planning projections as requested. Performs federal and state income tax projections and planning to assist the lawyers in strategic tax planning for clients. Analyzes trusts and other documents to determine the tax return requirements for related accounts. Reviews tax returns and other work product prepared by other tax accountants. Prepares amended returns, claims for refunds and applications for abatement as needed to determine the proper tax liability for accounts assigned to the incumbent. Reviews said documents when prepared by other income tax accountants. Conducts and participates in audits of a client’s tax return(s) with federal and state tax authorities of any tax returns prepared by the incumbent, or an income tax accountant. Serves as mentor to income tax accountants and provides consultative and interpretative support to other tax accountants within Tax Services on tax and technical support matters. Assists in formulating and drafting appropriate policies and procedures. Executes other duties assigned which are consistent with the objective of delivering timely and accurate tax administration services to our clients. Qualifications
A bachelor’s degree or equivalent in a business-related discipline is required, with a degree in accounting preferred. An advanced degree in taxation is preferred. CPA certification, or Internal Revenue Service Enrolled Agent (EA) (or the equivalent of one of these designations), required. 4-8 years of experience in preparation of sophisticated individual and fiduciary income tax returns is required. Working knowledge of tax preparation software systems is required. Prior experience with Onesource Trust Tax is preferred. Familiarity with standard office practices and personal computer software, such as Word and Excel is required.
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