Tax Senior: HNW Advisory & Planning

ONE HIRING USA; Massachusetts; Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid time off

Job summary

ONE HIRING USA is seeking a Tax Senior for a well-established public accounting firm north of Boston. You will work with high-net-worth individuals and closely held businesses, gaining exposure to tax planning and advisory work beyond returns.

The role emphasizes ownership of engagements, direct client interaction, and growth into tax advisory. A CPA candidate with 3–5 years tax experience is ideal; hybrid scheduling is available.

Qualifications

• 3–5 years of public accounting tax experience
• Experience preparing individual tax returns, ideally for high-net-worth clients
• Bachelor's degree in Accounting or related field
• CPA candidate preferred; advanced accounting/tax education is a plus
• Experience with a range of individual and business tax returns
• Strong understanding of federal and state tax compliance and planning
• Ability to manage multiple client engagements and deadlines
• Strong written and verbal communication skills
• Detail-oriented, organized and comfortable working directly with clients
• Experience with QuickBooks, tax preparation software, Excel and Microsoft Office

Responsibilities

• Prepare and review individual, corporate, partnership and trust tax returns
• Work directly with high-net-worth individual clients and their related business interests
• Assist with federal and state tax planning for HNW individuals and closely held businesses
• Research and resolve technical tax matters and government notices
• Participate in special projects and client advisory work
• Communicate directly with clients and help manage ongoing client relationships
• Assist with bookkeeping and related accounting needs where required
• Work alongside senior team members while taking increasing ownership of engagements

Skills

Tax experience 3-5 yrs

Individual tax returns

Client communication

Tax planning

QuickBooks

Excel

Microsoft Office

Education

Bachelor's degree in Accounting

Tools

QuickBooks

Tax software

Excel

Job description

ONE HIRING USA is seeking a Tax Senior for a well-established public accounting firm north of Boston. You will work with high-net-worth individuals and closely held businesses, gaining exposure to tax planning and advisory work beyond returns.

The role emphasizes ownership of engagements, direct client interaction, and growth into tax advisory. A CPA candidate with 3–5 years tax experience is ideal; hybrid scheduling is available.