Tax Preparer

Distinct | North America; Massachusetts; On-site; USD 60,000 - 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 is seeking a tax-focused CPA firm in Wellesley, MA for flexible, autonomous work. You’ll join a 13-person team that focuses solely on tax and bookkeeping, with a culture of trust and support.

The role involves preparing tax returns and handling bookkeeping for high net worth clients, real estate, trusts, and family office-style engagements. Public accounting experience is preferred, with familiarity in QuickBooks, ledgers, and K1s.

Qualifications

• Experience in tax preparation and bookkeeping, ideally in public accounting.
• Familiar with QuickBooks, general ledgers and K1s; prior year workpapers helpful.
• Ability to work with high net worth individuals and closely held businesses.

Responsibilities

• Prepare tax returns and handle bookkeeping for high net worth individuals and businesses.
• Manage real estate clients, trusts and family office style engagements.
• Collaborate with a small team, delivering timely, accurate results.

Skills

Tax preparation

Bookkeeping

Public accounting

Communication

Attention to detail

QuickBooks

ProSystem fx

XCM

K1s

Education

Bachelor's degree in accounting or related field

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 include:

• 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.