Tax Senior - Private Client Services

Baker Newman Noyes; Boston (MA); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

20 days paid time off

6-week paid parental leave

Health, Dental, Vision Insurance

401(k) Plan with company match

Profit Sharing Plan

Business-casual office environment

Job summary

A leading tax and advisory firm in Boston is seeking a Tax Senior. The role involves preparing individual, fiduciary, gift, and estate tax returns, while employing strong research skills to resolve tax issues. Candidates should possess a CPA or JD and at least 3 years of experience in taxation. The firm offers a supportive culture alongside benefits like paid time off, health insurance, and a hybrid work option. This position emphasizes teamwork and superior client service.

Responsibilities

• Prepare federal and state individual income tax returns.
• Prepare fiduciary and gift tax returns.
• Utilize tax research tools for client transactions.

Skills

Knowledge of tax preparation

Strong research skills

Excellent project management skills

Strong organizational skills

Interpersonal skills

Attention to detail

Ability to multitask

Professional writing skills

Client service dedication

Education

3+ years relevant experience in taxation

CPA or JD

MST or LLM in taxation

Cumulative GPA of 3.0 or higher

Job description

About Us

Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for our employees, clients, and communities. We provide expert accounting and advisory services across several industries. With offices in Maine, Massachusetts, and New Hampshire, BNN has a reputation for teamwork, collaboration, and client excellence throughout New England and beyond. BNN’s culture champions career advancement, mentorship, community involvement, and exceptionally responsive client service.

About The Position

If you\'re looking for a rewarding opportunity in a professional atmosphere with immense positivity, incredible talent, and exciting potential, then Baker Newman Noyes is the place for you. The responsibilities of this Tax Senior position include working directly with other BNN tax professionals, our clients, and other advisors to prepare federal and state individual income tax returns, fiduciary income tax returns, gift tax returns, and estate tax returns. You will also utilize tax research tools to help determine the proper tax treatment of a variety of client transactions.

Competencies and Position Requirements

• Knowledge of tax preparation at both the federal and state(s) levels, including but not limited to returns of individuals, trusts, and estates
• Keeps current with new tax and tax law developments
• Strong research skills to assist in resolving tax issues and conflicts
• Strong organizational skill and attention to detail
• Excellent project management, analytical, interpersonal, oral and written communication skills
• Ability to thrive in a dynamic team environment
• Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines
• Write effectively and professionally in work paper documentation, emails, and other formats
• Dedicated to superior client service
• Displays professionalism, dependability, and trustworthiness combined with a cooperative attitude
• Responds to client requests, including phone calls and emails, in a timely and appropriate manner
• Demonstrates maturity, integrity, honesty, openness, and tact in dealing with others
• Develops a rapport with client personnel and the firm engagement team
• Maintains an enthusiastic and positive attitude

Education And Experience

• 3+ years relevant experience in taxation with a public accounting firm
• CPA or JD
• MST or LLM in taxation is a plus
• Cumulative GPA of 3.0 or higher

Work Environment

• Ability to work a flexible schedule based on business needs
• Hybrid work option
• Supportive and collaborative culture

Benefits

• 20 days paid time off, 5 sick days, 11 paid holidays
• 6-week paid parental leave
• Health, Dental, Pet, Vision, Disability and Life Insurances
• 401(k) Plan with company match
• Profit Sharing Plan
• Business-casual office environment

Baker Newman Noyes is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity and expression, national origin, age, disability, genetic information, veteran status, marital status, or any other protected characteristic under applicable law.