Senior Private Wealth Tax Advisor

RWA Wealth Partners

Newton (MA)

On-site

USD 110,000 - 140,000

Full time

14 days+

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Job summary

RWA Wealth Partners in Newton, MA is seeking a Senior Tax Accountant to prepare and timely file federal and state individual and fiduciary returns of moderate to high complexity, including tax estimates, while maintaining client confidentiality and delivering precise, timely service.

The role requires five+ years of tax experience, a bachelor's degree in accounting (CPA/MS a plus), and proficiency with tax software such as CCH Axcess Tax, with opportunities for mentorship and a collaborative

Qualifications

Bachelor's degree in accounting or related field required. CPA and/or MS in Taxation is a plus.
Minimum of five (5) years of progressively responsible tax-related work experience to prepare and sign tax returns for individuals and trusts.
Knowledge of tax software systems and ability to learn new software.

Responsibilities

Prepare and timely file federal and state individual and fiduciary income tax returns of moderate to high complexity.
Prepare tax returns, estimates or withholding for partnerships, corporations, and foundations as needed.
Prepare federal gift tax returns of simple to moderate complexity and assist with gift tax planning projections.
Mentor income tax associates and provide consultative support on tax and technical matters.