Tax Preparer

Distinct | North America; Massachusetts; Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

20 days PTO

401k with match

Bonuses after 4/15 and at Christmas

Health and dental coverage

FSA and dependent care benefits

Profit sharing plan

CPE and licensure covered

Job summary

Distinct | North America’s Wellesley, MA-based CPA firm is hiring for a tax preparation role with real flexibility. The 13-person practice focuses on tax and bookkeeping, offering autonomy and a supportive, family-oriented team where you’re trusted to get the job done.

You'll prepare tax returns and handle bookkeeping for high net worth individuals, closely held businesses, real estate clients, trusts and family office-style clients, with a flexible schedule and no rigid office policy.

Qualifications

• Experience in tax prep and bookkeeping, ideally in public accounting.
• Experience with QuickBooks, general ledgers, K-1s and prior year workpapers helpful.

Responsibilities

• Prepare tax returns for high net worth individuals, closely held businesses, real estate clients, trusts and family office-style clients.
• Handle bookkeeping for client accounts and maintain accurate ledgers.

Skills

Tax preparation

Bookkeeping

Public accounting

K1s

Workpapers

Tools

ProSystem fx

XCM

QuickBooks

Job description

If you're looking for a tax preparation role with real flexibility, autonomy and respect, this is it.

This 13 person Wellesley, MA CPA firm focuses entirely on tax and bookkeeping and is hiring because of growth.

You'll join a collaborative, family oriented team where the partners trust you to get the job done without micromanaging you, but give you the tools and support you need to succeed.

There is no rigid office policy. Ideally you'll come in a few days a week, but there is flexibility.

You'll prepare tax returns and handle bookkeeping work for high net worth individuals, closely held businesses, real estate clients, trusts and family office style clients.

You'll need previous tax prep and bookkeeping experience, ideally within public accounting.

Experience with QuickBooks, general ledgers, K1s and prior year workpapers would be useful.

Software

• ProSystem fx
• XCM
• QuickBooks

Busy season

Around 55 hours. The rest of the year is much more manageable, plus 1pm Fridays from Memorial Day through Labor Day.

Benefits

• 20 days PTO
• 401k with match
• Bonuses after 4/15 and at Christmas
• Health and dental coverage
• FSA and dependent care benefits
• Profit sharing plan
• CPE and licensure covered

If you want a tax prep role with flexibility, good clients and a team that trusts you, this is worth a conversation.