Tax Associate - Private Client Group

LitmanGerson Associates; Woburn (MA); On-site; USD 70,000 - 90,000; Full time

Job summary

LitmanGerson Associates in Woburn, MA is seeking Tax Senior Associates to prepare federal and state income tax returns for high net worth individuals. The role involves collaboration with internal teams, conducting tax research, and maintaining client records. Candidates should hold a Bachelor's degree in Accounting or related fields and have strong skills in Microsoft Office. The position offers a salary range of $70,000 - $90,000 based on qualifications and experience, along with a supportive work environment and ongoing professional development opportunities.

Qualifications

• 0-2 years' experience in a related field.
• Comfortable working in a technology-driven, paperless environment.
• Exudes intellectual curiosity and strong analytical skills.

Responsibilities

• Prepare federal and state income tax returns for high net worth individuals.
• Collaborate with internal teams and conduct tax research.
• Communicate timely with supervisor(s) regarding questions and issues.

Skills

Proficiency in Microsoft Office Suite

Experience with CCH Suite of Products

Strong organizational skills

Attention to detail

Ability to manage multiple deadlines

Education

Bachelor's degree in Accounting, Taxation, or related field

CPA or EA certification (or plan to pursue)

Master's degree in Accountancy or Tax (or plan to pursue)

Tools

Microsoft Office Suite (Word, Excel, Outlook)

CCH Suite of Products

Job description

Tax Senior Associates and above within the Tax Team

Summary of Job Function

At LGA, our primary focus is on our people. As an Associate in LGA's Tax service line, you will gain hands‑on experience working with one of our three specialized tax groups:

• Business Group: Focus on C‑Corps, S‑Corps, and Partnerships, handling tax filings for complex partnerships, multi‑state businesses, and international operations, with minimal individual tax filings.
• Enterprise Group: Work with C‑Corps, S‑Corps, Partnerships, and related 1040s/1041s, preparing tax returns for owner‑operated businesses in New England and their business owners.
• Private Client Group: Specialize in Personal, Trust, Estate, and Gift tax filings, serving high‑net‑worth individuals and their families, with limited entity return preparation.
• Prepare federal and state income tax returns, primarily for high net worth individuals, their families, trusts and estates.
• Prepare, organize and maintain client records and workpapers that accurately support the tax return and related engagement work.
• Collaborate with internal teams, conduct tax research, and apply tax laws and regulations to corporate, partnership, individual, estate, and trust tax filings.
• Assist with responses to client inquiries and tax notices under supervision.
• Conduct basic tax research and document preliminary findings and understanding of the law to be discussed with supervisor(s).
• Communicate timely with supervisor(s) regarding questions, issues and identified matters to ensure resolution and that client deadlines and deliverables are met as well as personal goals for productivity.
• Proficiency in CCH Engagement, CCH Tax, Microsoft Office Suite, BNA IT Planner, CCH AnswerConnect, and other firm technologies to enhance client service and efficiency.
• Ongoing commitment to continuing education and professional growth, seeks out formal, self‑study and on‑the‑job training.
• Stay current with industry and tax regulation developments.
• Seeks out regular evaluations from supervisor(s).
• Demonstrates the ability to interact and communicate confidently and concisely with various levels of firm management in both written and verbal form.
• Produces high quality work which adheres to the relevant professional standards.
• Prioritize and manage tasks while exercising professional skepticism.
• Exudes intellectual curiosity, has strong analytical and attention to detail skills.
• Embrace new technological platforms and demonstrate a willingness to learn.
• Develops a more in‑depth knowledge of federal, MA and multi‑state tax issues, generally able complete more complex tax compliance projects with guidance.
• Apply accounting principles effectively, recognizing misapplications in client‑prepared documents and communicating issues appropriately.
• Apply industry knowledge to multiple clients and consider issues from various perspectives.

Education and Experience

• Bachelor's degree in Accounting, Taxation, or a related field.
• Master's degree in Accountancy or Tax or a plan to pursue preferred.
• CPA or EA certification or a plan to pursue preferred.
• 0-2 years' experience in a related field.

Required Qualifications

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.).
• Experience with the CCH Suite of Products (ProSystem fx Tax, Engagement, Document, Portal) is a plus.
• Comfortable working in a technology‑driven, paperless environment.
• Strong organizational skills, detail oriented, and able to manage multiple deadlines.
• Ability to work with a sense of urgency and be flexible in tasks and time while managing your workload with adjustments to your schedule especially during peak workload times in the service line.
• Contributes to a positive and collaborative work environment by upholding the firm's vision and values.
• Respect for compliance and confidentiality.

The compensation range for this position is $70,000 - $90,000 annually. Actual pay will depend on various factors, including the scope and responsibilities of the role, the candidate's qualifications, skills, experience, and relevant certifications.

Work Environment and Special Physical Demands

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. A reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• This job is performed in an office setting, indoors, and at times travel to one of the other firm locations is required.
• Dexterity of hands and fingers to operate a computer keyboard, mouse, and other machines.
• While performing the duties of this Job, the employee is regularly required to stand and walk.
• Talk or hear.
• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.
• Overtime may be required to meet project deadlines and support the team during traditional peak seasons.

LGA is committed to providing an equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please email us at [e-mail].