Tax Staff Accountant (Experienced), Wealth

AAFCPAs; Westborough (MA); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Salary + bonus plan

Hybrid work Westborough

Healthcare and dental benefits

401(k)

Generous PTO

Professional development/courses (CPE)

Job summary

AAFCPAs in Westborough, MA is seeking an Experienced Tax Staff Accountant to join our Wealth Management team. You will prepare and review complex individual, fiduciary (trust and estate), gift, and estate tax returns for high-net-worth clients while collaborating with Wealth Management advisors to deliver integrated planning and compliance.

This hybrid role offers exposure to sophisticated tax matters and opportunities to develop expertise in wealth transfer strategies, tax planning, and client

Qualifications

• Bachelor's degree in Accounting, Taxation, Finance, or related field.
• CPA license or progress toward CPA preferred.
• Master's in Taxation (MST), MSA, JD, or LLM in Taxation is a plus.
• Experience preparing individual, fiduciary, estate, or gift tax returns preferred.
• Strong analytical, research, and problem-solving skills with attention to detail.
• Excellent written and verbal communication skills to explain complex tax concepts clearly.
• Strong organizational, project management, and time management skills.
• Proficiency with Excel and Word; experience with tax software.

Responsibilities

• Prepare and review complex individual, fiduciary (trust and estate), gift, and estate tax returns for high-net-worth clients.
• Partner with Wealth Management advisors to deliver coordinated tax and financial planning solutions.
• Research and analyze federal, state, and local tax laws for guidance and planning.
• Assist with proactive tax planning strategies involving income tax, estate planning, trusts, and wealth transfer.
• Monitor changes in tax legislation and provide timely recommendations and opportunities.
• Understand each client’s financial situation and family objectives to provide personalized advice.
• Participate in tax consulting projects, including research, projections, and strategic planning.
• Complete client engagements accurately and meet deadlines with high-quality work.
• Leverage tax software, electronic workflows, and MS Office to improve efficiency.
• Collaborate with Tax, Wealth Management, and Advisory teams for exceptional service.
• Pursue ongoing professional development toward becoming a trusted advisor.

Skills

Analytical skills

Communication skills

Collaboration

Microsoft Office proficiency

Tax software experience

Education

Bachelor's degree in Accounting/Taxation/Finance

CPA license or progress toward CPA

MST/MSA/JD/LLM in Taxation a plus

Tools

Microsoft Office

Tax preparation software

Job description

Position Summary

Are you a tax professional who enjoys solving complex tax matters, building trusted client relationships, and continuously learning? AAFCPAs is seeking an Experienced Tax Staff Accountant to join our Wealth Management team, where you'll work alongside experienced tax specialists and financial advisors to deliver integrated tax planning and compliance services for high-net-worth individuals and families.

This hybrid role offers exposure to sophisticated tax matters, including individual, trust, estate, and gift taxation, while providing opportunities to develop expertise in wealth transfer strategies, tax planning, and consulting. You'll collaborate with a multidisciplinary team that values innovation, professional development, and exceptional client service.

Whether you're looking to deepen your technical knowledge or grow into a trusted advisor, AAFCPAs provides the mentorship, resources, and career path to help you succeed.

Key Responsibilities

• Prepare and review complex individual, fiduciary (trust and estate), gift, and estate tax returns for high-net-worth clients.
• Partner with Wealth Management advisors to deliver coordinated tax and financial planning solutions that align with clients’ long-term goals.
• Research and analyze federal, state, and local tax laws to provide practical guidance and planning recommendations.
• Assist with proactive tax planning strategies involving income tax, estate planning, trusts, charitable giving, and wealth transfer.
• Monitor changes in tax legislation and evaluate the impact on clients, providing timely recommendations and planning opportunities.
• Develop a thorough understanding of each client’s financial situation, business interests, and family objectives to deliver personalized advice.
• Participate in tax consulting projects, including technical research, tax projections, and strategic planning initiatives.
• Complete client engagements accurately and efficiently while meeting deadlines and maintaining high-quality standards.
• Leverage technology and firm automation tools, including tax software, electronic workflows, and Microsoft Office applications, to improve efficiency and client service.
• Collaborate with colleagues across Tax, Wealth Management, and Advisory practices to provide an exceptional client experience.
• Pursue ongoing professional development while building technical expertise and progressing toward becoming a trusted advisor to high-net-worth clients.

Qualifications

• Bachelor's degree in Accounting, Taxation, Finance, or a related field.
• CPA license or progress toward CPA certification preferred.
• Master's degree in Taxation (MST), Master of Accounting (MSA), JD, or LLM in Taxation is a plus.
• Experience preparing individual, trust, estate, or gift tax returns preferred.
• Strong analytical, research, and problem-solving skills with attention to detail.
• Excellent written and verbal communication skills with the ability to explain complex tax concepts clearly.
• Strong organizational, project management, and time management skills.
• Proficiency with Microsoft Office, particularly Excel and Word, and experience with tax preparation software.
• A collaborative mindset with a passion for building lasting client relationships.
• Intellectual curiosity and a desire to continuously learn and grow within the high-net-worth and wealth management space.
• Flexibility with your work schedule is expected, with a commitment to working in the office approximately 2-3 days per week during our busy season to support collaboration and team needs.

Benefits

• Competitive Salary and Bonus Plan
• Flexible, Work from Anywhere Policy (Westborough or hybrid)
• Comprehensive Benefits Package (subsidized medical and dental, 401(k), life insurance and disability coverage)
• Generous and flexible PTO
• On-staff Leadership and Professional Development Coaching and Training
• Abundant Learning and Development (CPE) Catalog and Resources
• Firm-sponsored Memberships (AICPA and State CPA Society)
• Zip2CPA and Tailored MBA Programs
• Peer-driven and Partner-nominated Awards
• Team Member Referral Incentives

Why Join AAFCPAs?

At AAFCPAs, you'll work with a highly engaged team dedicated to helping successful individuals and families navigate complex tax matters with confidence. You'll gain exposure to sophisticated planning opportunities, collaborate directly with Wealth Management professionals, and enjoy a culture that invests in your technical development, career growth, and long-term success.

The salary range for this position reflects a broad set of factors considered in compensation decisions, including - not limited to - skills, experience, training, certifications, and overall business needs. The stated range has not been adjusted for geographic differentials that may apply based on the position’s location. At AAFCPAs, it is uncommon for an individual to be hired at or near the top of the range, as compensation decisions are based on each candidate’s specific background and circumstances. A reasonable estimate of the current salary range for this role is $80,000 -$90,000 per year not inclusive of bonus potential.

We are committed to creating a diverse and inclusive environment and strongly encourage you to apply.

All your information will be kept confidential according to EEO guidelines.

AAFCPAs is an equal opportunity employer and is committed to providing a workplace free from harassment and discrimination. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities