Daley And Associates, LLC
Overview
Junior Income Tax Accountant (Hybrid, Boston) A highly successful Wealth Management firm in Boston is actively seeking a 3-7+ year tax professional to join their team as a Junior Tax Accountant. This position will pay up to 130K base, plus bonus. 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 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 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), strongly preferred Minimum of 3 years of experience in preparation of sophisticated individual and fiduciary income tax returns is required, with at least 1+ years of direct fiduciary tax experience in a law firm, accounting firm or bank trust department preferred Working knowledge of tax preparation software systems is required Prior experience with Onesource Trust Tax is preferred This is a full-time opportunity that is offering a hybrid work schedule, up to 130K base plus bonus, and great work-life-balance. If you’re interested in the Junior Income Tax Accountant, please submit your resume to Hali Siegel at Hsiegel@daleyaa.com.
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Junior Income Tax Accountant (Hybrid, Boston) A highly successful Wealth Management firm in Boston is actively seeking a 3-7+ year tax professional to join their team as a Junior Tax Accountant. This position will pay up to 130K base, plus bonus. 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 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 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), strongly preferred Minimum of 3 years of experience in preparation of sophisticated individual and fiduciary income tax returns is required, with at least 1+ years of direct fiduciary tax experience in a law firm, accounting firm or bank trust department preferred Working knowledge of tax preparation software systems is required Prior experience with Onesource Trust Tax is preferred This is a full-time opportunity that is offering a hybrid work schedule, up to 130K base plus bonus, and great work-life-balance. If you’re interested in the Junior Income Tax Accountant, please submit your resume to Hali Siegel at Hsiegel@daleyaa.com.
#J-18808-Ljbffr