Tax Senior - Private Client Group

Wolf & Company, P.C.; Boston (MA); Presencial; USD 80.000 - 130.000; Tempo integral

Benefícios oferecidos por esta vaga

401(k) savings plan

Spot awards

Flexible work options

Resumo da vaga

Wolf & Company, P.C. is seeking an experienced Senior Tax Associate to join our growing tax team in Massachusetts. The role requires expertise in individual and fiduciary income taxation, as well as estate and gift tax, with strong interpersonal and management skills.

A track record of managing client relationships and guiding staff is essential. Responsibilities include reviewing complex returns, providing tax planning and compliance services, and mentoring junior staff while meeting deadlines

Qualificações

• Bachelor's degree in Accounting.
• Strong verbal and written communication skills.
• Minimum 3 years of tax experience.
• Familiarity with tax software and programs.
• Demonstrated leadership and client-relations abilities.
• Ability to collaborate across teams.

Responsabilidades

• Interact with clients to provide tax planning, consulting and compliance services.
• Review complex tax returns for individuals and fiduciary clients.
• Meet deadlines while handling multiple projects.
• Ensure client satisfaction through clear communication and expectations.
• Collaborate with management on client management and business development.
• Mentor and develop staff.

Formação

Bachelor's degree in Accounting

Descrição da vaga

Overview

Wolf & Company is looking for experienced Senior Tax Associate to join our growing tax team. This Senior position with unlimited growth potential requires a motivated, experienced tax professional with strong interpersonal and management skills. A successful candidate should possess expertise in individual and fiduciary income taxation and estate and gift tax.

Responsibilities

• Interact closely with clients to provide innovative tax planning, consulting and compliance services in a timely and effective manner

• Provide primary and secondary review of complex tax returns for individual and fiduciary clients

• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously

• Ensure complete client satisfaction through open communication, managing expectations, and meeting deadlines

• Work closely with management on client management, professional development and business development activities

• Help develop, train and mentor staff

Qualifications

• Bachelor’s degree with concentration in Accounting

• Excellent verbal and written communications skills

• Minimum 3 years of tax experience

• Utilizes and develops proficient understanding of tax programs and tax software.

• Demonstrated leadership and relationship skills

• Ability to work cooperatively and collaboratively with all levels of employees

Additional Information

Wolf & Company, P.C. is committed to striving to be an employer of choice that embraces inclusion & diversity. At Wolf, the strength of our team is measured by the uniqueness of each and every one of us. Our culture of inclusion and diversity celebrates our differences and recognizes the ongoing need to build a welcoming, collaborative, and supportive environment where our people can be their authentic selves and thrive. We strive for diversity inclusive of race, color, ethnicity, national origin, gender identity, gender expression, sex, age, color, religion, sexual orientation, physical abilities, medical condition, pregnancy, education, social classes, marital status, veteran status, and so much more. Wolf is committed to making employment decisions without regard to an individual’s protected characteristics and to providing equal opportunity for all.

The salary range for this position is $80,000 - $130,000.

Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. In addition to base pay, you may be eligible to participate in our performance-based incentive compensation or sales commission plans. In addition, Wolf offers a wide range of benefits including spot awards, 401(k) savings, flexible work, and a generous total rewards and benefits package.