Tax Accountant

Hemenway & Barnes LLP; Boston (MA); On-site; USD 100,000 - 160,000; Full time

Job summary

Hemenway & Barnes LLP is seeking a Tax Accountant to prepare individual, fiduciary, partnership, and other complex returns using CCH Axcess Tax and OneSource Trust Tax. You will maintain client relationships, prepare quarterly estimates, and stay current with tax law changes.

The role requires 5+ years of tax experience and an EA or CPA license; base salary aligns with the market and offers opportunity for growth. This on-site position involves seasonal overtime to meet deadlines.

Qualifications

• Bachelor’s degree in accounting or finance preferred; EA or CPA license required.
• Approximately 5+ years of tax-related experience to prepare and sign returns for individuals and trusts.
• Ability to handle multiple projects and meet deadlines.
• Strong communication with clients, trustees, attorneys, and staff.

Responsibilities

• Prepare a wide range of tax returns (individual, fiduciary, partnership, corporate, non-resident, etc.).
• Review trust tax returns and fiduciary accounting transactions.
• Develop client relationships and respond to client needs.
• Prepare quarterly estimates and tax projections.
• Review notices and communicate with tax authorities to resolve issues.
• Research tax matters and stay updated on tax law changes.
• Seasonal overtime may be required.

Skills

Tax preparation

Client relationships

Prioritization

Attention to detail

Education

Bachelor’s degree in accounting or finance

EA or CPA license required

Tools

CCH Axcess Tax

OneSource Trust Tax

Adobe Acrobat

MS Office

Job description

The Tax Accountant is responsible for the preparation of individual and fiduciary income tax returns as well as preparation of returns for estates, exempt organizations and partnerships.They will maintain positive contact with trustees, attorneys and staff and observe confidentiality of all client and firm matters.

Job Summary:

• 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.
• Work closely with clients and H&B partners to develop relationships and ensure the clients’ needs are being met.
• 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.
• This role reports directly to the Director of Tax Services.
• Work requires seasonal overtime.

Position Requirements:

• Bachelor’s degree in accounting or finance is preferred. Enrolled Agent credential or Certified Public Accountant license is required.
• 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.
• Demonstrates impeccable integrity in personal and financial matters.
• Ability to handle multiple projects and to prioritize work to meet mandated deadlines.
• Interpersonal skills necessary to communicate with a diverse group of clients, trustees, attorneys, and staff to provide information and service with courtesy and tact.
• 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.

About Hemenway & Barnes LLP

Hemenway & Barnes LLP is a law firm specializing in the preservation and management of the personal, business, family, and financial assets of its clients. As one of the oldest firms in New England, the people at Hemenway & Barnes have earned a long-held reputation as premier trustees, advisors and attorneys.

Hemenway & Barnes is an Equal Opportunity Employer. We do not discriminate based on race, religion, color, national origin, sexual orientation, gender identity, age, veteran status, disability status, or any other applicable characteristics protected by law.

We encourage applications from a diverse pool of candidates and base employment decisions on business needs, job requirements, and individual qualifications.

We support an inclusive workplace and are committed to creating a welcoming environment for all employees.

The base salary range provided below reflects our good faith estimate of the expected starting compensation for this role at the time of posting. The final compensation offered to a selected candidate will be determined based on job-related, non-discriminatory factors, including a candidate’s experience, qualifications, education, external market data, and internal equity considerations. In addition to base salary, employees receive other variable compensation based on their role and individual performance. $100,000 - $160,000