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
Senior Tax Associate, HNW & Trusts | $160K–$180K + 20% Bonus | 2 Days/Week in Back Bay
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
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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
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