Senior Tax Associate I – Private Client Service

Jobtailor; Boston (MA); On-site; USD 65,000 - 86,000; Full time

Job summary

Jobtailor in Boston seeks an experienced accounting professional to manage accounting, tax and audit engagements for varied clients. You will monitor budgets, ensure quality control, and communicate with engagement managers about progress and variances.

Travel to client sites may be required as needed. Required is a Bachelor’s degree in Accounting or Taxation with 2 years in public accounting; CPA candidates are preferred.

Qualifications

• Bachelor’s degree required in Accounting, Taxation or related field.
• 2 years of experience in public accounting or related field.
• CPA candidates preferred.
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary.
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.
• Proficient use of applicable technology.
• Must be able to travel based on client and business needs.

Responsibilities

• Complete all aspects of accounting, tax and audit engagements for clients, including status updates to engagement managers and adherence to quality control standards.
• Demonstrate understanding of clients’ businesses, including analysis and planning of client engagements.
• Adhere to engagement budget constraints and complete assigned tasks within the requested time; explain variances when needed.
• Achieve charge hour goals.
• Review associates’ accounting, tax, or auditing work and provide constructive review points.
• May supervise associates on engagements.
• Train and mentor associate staff.
• May assist Managers or Directors with the client billing process.
• Identify and develop knowledge in a selected specialty practice.
• Leverage industry knowledge and business acumen to blend cross-sell opportunities into client engagements.
• Participate in practice development activities, including membership in qualified organizations capable of referring potential engagements.
• Execute administrative duties as assigned.
• Perform additional responsibilities as assigned.

Skills

Deadline Management

Prioritization

Verbal Communication

Written Communication

Mentoring

Client Communication

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Taxation

CPA Preferred

Tools

Accounting Software

Tax Software

Audit Tools

Technology Proficiency

Job description

• Complete all aspects of accounting, tax and audit engagements for clients, including status updates to engagement managers and adherence to quality control standards
• Demonstrate understanding of clients’ businesses, including analysis and planning of client engagements
• Adhere to engagement budget constraints and complete assigned tasks within the requested time; explain variances when needed
• Achieve charge hour goals
• Review associates’ accounting, tax, or auditing work and provide constructive review points
• May supervise associates on engagements
• Train and mentor associate staff
• May assist Managers or Directors with the client billing process
• Identify and develop knowledge in a selected specialty practice
• Leverage industry knowledge and business acumen to blend cross-sell opportunities into client engagements
• Participate in practice development activities, including membership in qualified organizations capable of referring potential engagements
• Execute administrative duties as assigned
• Perform additional responsibilities as assigned

Requirements

• Bachelor’s degree required in Accounting, Taxation or related field
• 2 years of experience in public accounting or related field
• CPA candidates preferred
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs

Core Competencies

Demonstrates expertise in accounting, tax, and audit engagements while effectively managing deadlines and prioritizing multiple assignments. Strong communication skills are essential for collaborating with clients and team members, alongside a commitment to quality control standards.

Highest-signal resume keywords

• Accounting Engagements
• Tax Engagements
• Audit Engagements
• CPA Candidate
• Client Communication

Hard Skills

• Accounting
• Taxation
• Auditing
• Budget Management
• Variance Analysis
• Engagement Planning
• Quality Control Standards
• Charge Hour Goals
• Client Billing
• Specialty Practice Development

Soft Skills

• Deadline Management
• Prioritization
• Verbal Communication
• Written Communication
• Mentoring

Certifications & Qualifications

• Bachelor’s Degree in Accounting
• Bachelor’s Degree in Taxation
• CPA Preferred

Industry Keywords

• Public Accounting
• Client Engagements
• Practice Development
• Cross-Sell Opportunities
• Quality Control

Tools & Technologies

• Accounting Software
• Tax Software
• Audit Tools
• Technology Proficiency