Senior Tax Accountant - Complex Returns & Client Impact

Grimes & Company; Needham (MA); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

401(k) matching

Medical, dental, and vision insurance

Flexible spending accounts

Life and disability insurance

Paid time off

Parental leave

Summer Fridays Off

Job summary

Grimes S&C Tax Advisors, LLC, based in Needham, MA, is seeking an experienced Senior Tax Accountant to join our boutique practice. This hands-on role focuses on preparing complex federal and state returns, working independently on client matters, and delivering high-quality, responsive service to our clients.

As part of a small, collaborative team, you will research tax issues, review workpapers, manage multiple deadlines, and collaborate with colleagues across Grimes S&C and Grimes & Company

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field required.
• Generally 3-8 years of progressive tax preparation and compliance experience.
• Demonstrated experience preparing increasingly complex individual and business tax returns.
• CPA, EA, or progress toward a relevant credential preferred but not required.
• Experience with CCH Axcess and QuickBooks preferred; strong proficiency with Microsoft Office, particularly Excel.

Responsibilities

• Prepare complex federal and state income tax returns for individuals, businesses, trusts, and other entities, as applicable.
• Prepare and organize workpapers, schedules, and supporting documentation and resolve routine discrepancies or missing information.
• Research federal, state, and local tax issues and apply findings to client-specific situations, escalating complex matters as appropriate.
• Serve as a day-to-day contact for assigned clients, gathering information, answering routine tax questions, and supporting a responsive client experience.
• Assist with tax planning, estimates, extensions, notices, audits, and correspondence with taxing authorities.
• Review straightforward returns and workpapers prepared by Tax Accountants when assigned and provide constructive feedback.
• Manage assigned deadlines and deliverables and communicate status or potential issues proactively to managers and senior team members.
• Collaborate with colleagues across Grimes S&C Tax Advisors and Grimes & Company Wealth Management when client needs span multiple disciplines.
• Use tax technology and workflow tools effectively, maintain accurate client records, protect confidential information, and perform additional tax and client-service responsibilities as needed.

Skills

Tax preparation

Client communication

Deadline management

Attention to detail

Education

Bachelor's degree in Accounting/Finance

CPA/EA or progress toward credential (preferred)

Tools

CCH Axcess

QuickBooks

Job description

Grimes S&C Tax Advisors, LLC, based in Needham, MA, is seeking an experienced Senior Tax Accountant to join our boutique practice. This hands-on role focuses on preparing complex federal and state returns, working independently on client matters, and delivering high-quality, responsive service to our clients.

As part of a small, collaborative team, you will research tax issues, review workpapers, manage multiple deadlines, and collaborate with colleagues across Grimes S&C and Grimes & Company