Senior Tax Accountant

Daley And Associates, LLC; Boston (MA); Hybrid; USD 130,000 - 180,000; Full time

Job summary

Daley And Associates, LLC in Boston seeks a Senior Tax Accountant to join our professional trust firm on a hybrid schedule (3 days in the office, 2 remote). You will work on high‑level tax returns for individuals, trusts, partnerships, and corporations, leveraging hands‑on experience with 1040s, 1041s, K1s, and 1065s.

The role requires 5+ years of progressive tax work, CPA/EA or equivalent, and strong client communication.

Qualifications

• 5+ years of progressive tax-related work experience
• Strong hands-on experience with 1040, 1041, K1, and 1065 tax returns
• Ability to manage multiple projects and meet deadlines
• Excellent communication with clients and staff
• Knowledge of CCH Axcess Tax and OneSource Trust Tax is a plus
• Overtime during peak seasons

Responsibilities

• Process 1040, 1041, K1 and 1065 taxes with accuracy
• Prepare returns for individuals, trusts, fiduciaries, partnerships, corporations
• Prepare and review quarterly estimates and tax projections
• Review tax notices and communicate with authorities
• Research tax matters and update client files
• Seasonal overtime

Skills

1040 tax prep

1041 tax prep

K-1 tax

1065 tax

Client communication

Multi-project mgmt

CCH Axcess Tax

OneSource Trust Tax

Adobe Acrobat

MS Office

Tax research

Education

Bachelor’s degree in accounting or finance

Enrolled Agent (EA)

CPA / MST / JD / LLM

Tools

CCH Axcess Tax

OneSource Trust Tax

Adobe Acrobat

MS Office

Job description

Title: Senior Tax Accountant

Location: Boston (Hybrid 3/2)

Compensation: $130K to $180K base salary

A professional trust firm in Boston is looking for two Tax professionals. Client is looking for a tax professional with strong hands-on experience in 1040, 1041, K1, and 1065 Tax preparation.

Responsibilities

• Five-plus years’ experience processing 1040, 1041, K1, and 1065 Taxes
• 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 Trust Tax application. 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.
• Work requires seasonal overtime.

Requirements

• Bachelor’s degree in accounting or finance is preferred. Enrolled Agent credential or Certified Public Accountant (CPA), MST, JD, LLM.
• Approximately 5+ years of progressively responsible tax-related work experience in order to gain the expertise to prepare and sign tax returns for individuals and trusts.
• Ability to handle multiple projects and to prioritize work to meet mandated deadlines.
• Strong communication skills with clients, trustees, attorneys, and staff.
• 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.