Senior Accountant

Sound Decisions; Boston (MA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Sound Decisions is seeking a Senior Tax Accountant to lead tax preparation and client consultation, handling individual and small business returns across multiple states. The role involves direct client interaction for data collection and ongoing communication.

The ideal candidate will stay current on tax laws, provide planning recommendations, and coordinate with wealth advisors. A generous incentive package accompanies a flexible hybrid work model.

Qualifications

• Bachelor's degree in Accounting.
• 3–5 years of accounting experience; CPA or EA required.
• Proficiency with ProSystem FX, Drake, QuickBooks.
• Strong communication and project management during tax season.

Responsibilities

• Prepare tax returns for individuals and some small businesses across multiple states.
• Work directly with clients on data collection and communication.
• Stay current on tax laws and communicate relevant strategies to clients.
• Assist with tax planning and provide recommendations to optimize tax exposure.
• Coordinate with advisors on tax and wealth management strategy.

Skills

Tax knowledge

Communication

Project management

Attention to detail

Education

Bachelor's in Accounting

Tools

ProSystem FX

Drake

QuickBooks

Job description

We are a growing investment management firm expanding into integrated tax and family office services. We're seeking a Senior Tax Accountant to take a lead role in tax preparation and consultation as we bring new clients onto our platform, which includes tax prep, financial planning, trusts, estates, and investment management.

Job Description:

• Prepare tax returns for individuals and some small businesses/partnerships across multiple states.
• Work directly with clients on financial data collection and communication.
• Stay current on tax laws and communicate relevant strategies to clients.
• Assist with tax planning and provide recommendations to optimize clients' tax exposure.
• Coordinate with advisors on tax and wealth management strategy.

Requirements:

• Must reside within 100 miles of our Venice, FL or Boston, MA (suburbs) offices; remote role with periodic office visits required, especially during tax season.
• Bachelor's degree in Accounting.
• 3-5 years of accounting experience; CPA or EA certification required, with a focus on tax return preparation.
• Strong working knowledge of individual and corporate tax law across multiple jurisdictions.
• Proficiency in one or more accounting software packages (ProSystem FX, Drake, QuickBooks, etc.).
• Strong communication skills and the ability to manage projects, particularly during tax season.

Ideal Candidate Profile:

You are detail-oriented, organized, and client-focused. You enjoy digging into complex tax situations and building lasting client relationships. You are collaborative, adaptable, and thrive under deadline pressure during tax season while maintaining accuracy year-round.

Bonus eligible, with a generous incentive package and flexible hybrid work model.