Senior Tax Staff Accountant – Wealth Management

AAFCPAs; Westborough (MA); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Salary + bonus plan

Hybrid work Westborough

Healthcare and dental benefits

401(k)

Generous PTO

Professional development/courses (CPE)

Job summary

AAFCPAs in Westborough, MA is seeking an Experienced Tax Staff Accountant to join our Wealth Management team. You will prepare and review complex individual, fiduciary (trust and estate), gift, and estate tax returns for high-net-worth clients while collaborating with Wealth Management advisors to deliver integrated planning and compliance.

This hybrid role offers exposure to sophisticated tax matters and opportunities to develop expertise in wealth transfer strategies, tax planning, and client

Qualifications

• Bachelor's degree in Accounting, Taxation, Finance, or related field.
• CPA license or progress toward CPA preferred.
• Master's in Taxation (MST), MSA, JD, or LLM in Taxation is a plus.
• Experience preparing individual, fiduciary, estate, or gift tax returns preferred.
• Strong analytical, research, and problem-solving skills with attention to detail.
• Excellent written and verbal communication skills to explain complex tax concepts clearly.
• Strong organizational, project management, and time management skills.
• Proficiency with Excel and Word; experience with tax software.

Responsibilities

• Prepare and review complex individual, fiduciary (trust and estate), gift, and estate tax returns for high-net-worth clients.
• Partner with Wealth Management advisors to deliver coordinated tax and financial planning solutions.
• Research and analyze federal, state, and local tax laws for guidance and planning.
• Assist with proactive tax planning strategies involving income tax, estate planning, trusts, and wealth transfer.
• Monitor changes in tax legislation and provide timely recommendations and opportunities.
• Understand each client’s financial situation and family objectives to provide personalized advice.
• Participate in tax consulting projects, including research, projections, and strategic planning.
• Complete client engagements accurately and meet deadlines with high-quality work.
• Leverage tax software, electronic workflows, and MS Office to improve efficiency.
• Collaborate with Tax, Wealth Management, and Advisory teams for exceptional service.
• Pursue ongoing professional development toward becoming a trusted advisor.

Skills

Analytical skills

Communication skills

Collaboration

Microsoft Office proficiency

Tax software experience

Education

Bachelor's degree in Accounting/Taxation/Finance

CPA license or progress toward CPA

MST/MSA/JD/LLM in Taxation a plus

Tools

Microsoft Office

Tax preparation software

Job description

AAFCPAs in Westborough, MA is seeking an Experienced Tax Staff Accountant to join our Wealth Management team. You will prepare and review complex individual, fiduciary (trust and estate), gift, and estate tax returns for high-net-worth clients while collaborating with Wealth Management advisors to deliver integrated planning and compliance.

This hybrid role offers exposure to sophisticated tax matters and opportunities to develop expertise in wealth transfer strategies, tax planning, and client