Tax Accountant

Grimes & Company; Needham (MA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

401(k) retirement plan with match

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 in Needham, MA is seeking a Tax Accountant to join our boutique practice. This entry-level role offers hands-on experience in tax preparation, compliance, and client service with guidance from senior staff.

You will prepare returns, workpapers, and supporting schedules while developing exposure to a range of tax scenarios in a collaborative team environment.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Entry-level role; recent graduates encouraged to apply.
• Foundational knowledge of accounting and tax concepts.
• Strong analytical, organizational, and problem-solving skills with close attention to detail.
• Strong written and verbal communication skills and a client-focused approach.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Proficiency with Microsoft Office applications, particularly Excel.
• Experience with tax/accounting software (CCH Axcess, QuickBooks) is a plus.
• Interest in pursuing CPA or related credentials is encouraged.

Responsibilities

• Prepare federal and state income tax returns for individuals and businesses.
• Prepare workpapers, schedules, and supporting documentation.
• Assist with tax research and client questions with guidance from senior staff.
• Communicate professionally with clients to gather information and respond to questions.
• Assist with tax notices, extensions, estimates, and other compliance matters.
• Maintain organized client records and meet deadlines.
• Collaborate with tax advisors across Grimes & Company Wealth Management.
• Use tax technology and workflow tools to improve efficiency.
• Protect confidential client and firm information and take on additional responsibilities as needed.

Skills

Analytical skills

Organizational skills

Problem solving

Communication

Time management

Excel proficiency

Experience with tax software

Education

Bachelor's degree in Accounting/Finance

Tools

CCH Axcess

QuickBooks

Job description

About Grimes S&C Tax Advisors, LLC

For nearly five decades, Grimes S&C Tax Advisors, formerly Stevens & Ciccone Associates, P.C., has served as a trusted advisor to individuals and businesses throughout the greater Boston area. Based in Needham, MA, we are a boutique accounting and tax firm specializing in personalized tax planning, accounting, and advisory services, with a strong focus on building long-term client relationships.

Now part of Grimes & Company Wealth Management, S&C combines the personalized service and deep tax expertise of an established local firm with the broader resources and capabilities of a comprehensive wealth management organization.

At Grimes S&C Tax Advisors, we are committed to delivering thoughtful, high-quality advice while preserving the trusted relationships, responsiveness, and individualized service that have defined our client experience.

Description

About Grimes S&C Tax Advisors, LLC

For nearly five decades, Grimes S&C Tax Advisors, formerly Stevens & Ciccone Associates, P.C., has served as a trusted advisor to individuals and businesses throughout the greater Boston area. Based in Needham, MA, we are a boutique accounting and tax firm specializing in personalized tax planning, accounting, and advisory services, with a strong focus on building long-term client relationships.

Now part of Grimes & Company Wealth Management, S&C combines the personalized service and deep tax expertise of an established local firm with the broader resources and capabilities of a comprehensive wealth management organization.

At Grimes S&C Tax Advisors, we are committed to delivering thoughtful, high-quality advice while preserving the trusted relationships, responsiveness, and individualized service that have defined our client experience.

Position Summary

Grimes S&C Tax Advisors is seeking a Tax Accountant to join our team. This is an entry-level opportunity for a recent graduate or early-career professional who is interested in building a career in tax preparation, compliance, and client service.

The Tax Accountant will prepare individual and business tax returns, workpapers, and supporting schedules under the guidance and review of more experienced team members. As experience develops, this individual will take on increasingly complex work and greater direct client interaction.

As a member of a small, collaborative tax practice, this is a hands-on role where team members are expected to contribute where needed and develop broad exposure to the tax process.

Key Responsibilities

• Prepare federal and state income tax returns for individuals and businesses under the guidance and review of more experienced tax professionals.
• Prepare workpapers, schedules, and supporting documentation and ensure information is complete and accurately reflected in tax filings.
• Assist with tax research and apply guidance to client-specific questions with support from senior team members.
• Communicate professionally with clients to gather information, follow up on missing documentation, and respond to routine questions.
• Assist with tax notices, correspondence, extensions, estimates, and other compliance-related matters.
• Maintain accurate and organized client records and documentation and meet assigned deadlines.
• Collaborate with the Grims S&C Tax Advisor team and colleagues across Grimes & Company Wealth Management when client needs span tax, financial planning, and wealth management.
• Use tax technology and workflow tools effectively and look for opportunities to improve efficiency and client service.
• Protect confidential client and firm information and perform additional tax, accounting, and client-service responsibilities as needed.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field required.
• Entry-level role; recent graduates and candidates with relevant internship or early-career tax experience are encouraged to apply.
• Foundational knowledge of accounting and tax concepts.
• Strong analytical, organizational, and problem-solving skills with close attention to detail.
• Strong written and verbal communication skills and a client-focused approach.
• Ability to manage multiple priorities and deadlines in a fast-paced, seasonal environment.
• Proficiency with Microsoft Office applications, particularly Excel.
• Experience with CCH Axcess, QuickBooks, or similar tax/accounting software is a plus.
• Interest in pursuing CPA or other relevant professional credentials is encouraged.

Benefits

• 401(k) retirement plan with 6% match
• Medical, dental, and vision insurance
• Flexible spending accounts
• Life and disability insurance
• Paid time off
• Parental leave
• Summer Fridays Off

Why Join Us?

• Growth Opportunities: We invest in the professional development of our team members, offering training and career advancement pathways.
• Collaborative Culture: Work in a supportive and innovative environment where your contributions are valued and recognized.
• Competitive Compensation: Enjoy a comprehensive compensation package that rewards your expertise and dedication.

If you are a highly motivated Tax Accountant ready to make a meaningful impact, we encourage you to apply. Join us in shaping the future of Grimes S&C Tax Advisors and delivering an exceptional experience to our clients!

Salary Range

$65,000 - $85,000