Logo
Baker Newman Noyes

Tax Senior - Gift, Estate and Trust

Baker Newman Noyes, Boston, Massachusetts, us, 02298

Save Job

Tax Senior - Gift, Estate and Trust Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for employees, clients, and communities. We provide expert accounting and advisory services across several industries. With offices in Maine, Massachusetts, and New Hampshire, BNN has a reputation for teamwork, collaboration, and client excellence throughout New England and beyond. BNN’s culture champions career advancement, mentorship, community involvement, and responsive client service.

Base Pay Range $83,821 /yr – $125,786 /yr

About the Position The responsibilities of this Tax Senior position include working directly with other BNN tax professionals, our clients, and other advisors to prepare federal and state individual income tax returns, fiduciary income tax returns, gift tax returns, and estate tax returns. You will also utilize tax research tools to help determine the proper tax treatment of a variety of client transactions, primarily in the estate, trust, and gift tax areas.

Competencies and Position Requirements

Dedicated to superior client service

Displays professionalism, dependability, and trustworthiness combined with a cooperative attitude

Responds to client requests, including phone calls and emails, in a timely and appropriate manner

Demonstrates maturity, integrity, honesty, openness, and tact in dealing with others

Develops a rapport with client personnel and the firm engagement team

Experience preparing federal and state income tax returns for individuals, trusts, and estates

Experience preparing gift tax returns and estate tax returns

Keeps current with new tax law developments and is able to apply them

Strong research and analytical skills to assist in resolving tax issues and conflicts

Strong organizational skills and attention to detail

Excellent project management, analytical, interpersonal, oral and written communication skills

Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines

Write effectively and professionally in work paper documentation, emails, and other formats

Ability to thrive in a dynamic team environment

Maintains an enthusiastic and positive attitude

Education and Experience

3+ years relevant experience in taxation with a public accounting firm, law firm, trust company, or government agency

JD

LLM in taxation is a plus

Cumulative GPA of 3.0 or higher

Working towards CPA or Enrolled Agent status

Ability to work a flexible schedule based on business needs

Supportive and collaborative culture

Benefits

20 days paid time off, 5 sick days, 11 paid holidays

6-week paid parental leave

Health, Dental, Pet, Vision, Disability and Life Insurances

401(k) Plan with company match

Profit Sharing Plan

Business‑casual office environment

Job Details

Seniority level: Mid‑Senior level

Employment type: Full‑time

Job function: Accounting/Auditing

Industry: Accounting

Baker Newman Noyes is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity and expression, national origin, age, disability, genetic information, veteran status, marital status, or any other protected characteristic under applicable law.

#J-18808-Ljbffr