Tax Accountant (Family Office) - Daley and Associates

Tax Accountant - Boston, MA - Family Office

Our team is working with a leading family office located in Boston to hire a Tax Accountant to their growing team. The Tax Accountant will be responsible for the preparation of individual and fiduciary income tax returns as well as preparation of returns for estates, exempt organizations and partnerships.
 

Responsibilities:

• Prepare individual, trust and estate, fiduciary, partnership, corporate, sub- chapter, non-resident, private foundation and gift tax returns on the CCH Axcess Tax application. Maintain tracking records in CCH Workstream.

• Review trust tax returns and fiduciary accounting transactions on the OneSource. Maintain tracking records in Onesource.

• Prepare and review quarterly estimates and tax projections as necessary.

• Review tax notices and correspond with tax authorities to resolve any discrepancies.

• Research tax matters, update client tax files with relevant findings and keep up to date with changes in tax law.

Qualifications:

• Bachelor’s degree in accounting or finance is preferred. Enrolled Agent credential or Certified Public Accountant license is required.

• 3-6 years of progressively responsible tax related work experience in order to gain the expertise to prepare and sign tax returns for individuals and trusts.

• Knowledge of the CCH tax program is preferred; knowledge of OneSource Trust Tax is a plus.

• Proficiency with Adobe Acrobat and MS Office, including Outlook, Word and Excel.

This role is a full time hybrid opportunity (3 days in 2 at home) that will offer up to $115K on a base salary, bonus and outstanding benefits. If you are interested in this opportunity, please reach out to Vincenzo Kulturides directly at vkulturides@daleyaa.com


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