Private Client Tax Associate – High Net Worth Trusts

LitmanGerson Associates; Woburn (MA); On-site; USD 70,000 - 90,000; Full time

Job summary

LitmanGerson Associates in Woburn, MA is seeking Tax Senior Associates to prepare federal and state income tax returns for high net worth individuals. The role involves collaboration with internal teams, conducting tax research, and maintaining client records. Candidates should hold a Bachelor's degree in Accounting or related fields and have strong skills in Microsoft Office. The position offers a salary range of $70,000 - $90,000 based on qualifications and experience, along with a supportive work environment and ongoing professional development opportunities.

Qualifications

• 0-2 years' experience in a related field.
• Comfortable working in a technology-driven, paperless environment.
• Exudes intellectual curiosity and strong analytical skills.

Responsibilities

• Prepare federal and state income tax returns for high net worth individuals.
• Collaborate with internal teams and conduct tax research.
• Communicate timely with supervisor(s) regarding questions and issues.

Skills

Proficiency in Microsoft Office Suite

Experience with CCH Suite of Products

Strong organizational skills

Attention to detail

Ability to manage multiple deadlines

Education

Bachelor's degree in Accounting, Taxation, or related field

CPA or EA certification (or plan to pursue)

Master's degree in Accountancy or Tax (or plan to pursue)

Tools

Microsoft Office Suite (Word, Excel, Outlook)

CCH Suite of Products

Job description

LitmanGerson Associates in Woburn, MA is seeking Tax Senior Associates to prepare federal and state income tax returns for high net worth individuals. The role involves collaboration with internal teams, conducting tax research, and maintaining client records. Candidates should hold a Bachelor's degree in Accounting or related fields and have strong skills in Microsoft Office. The position offers a salary range of $70,000 - $90,000 based on qualifications and experience, along with a supportive work environment and ongoing professional development opportunities.