Senior Tax Accountant - Beverly/ HYBRID ROLE
Company: Michael Page
Location: Beverly
Posted on: March 20, 2023
Job Description:
Wealth Management firm/ Trust seeks Senior Tax Accountant.Client
DetailsMy client is a private and prestigious boutique wealth
manager/ multifamily office based in Beverly, MA. They have been in
existence for over 100 years and cater to a large, prominent, high
net worth, New England family. Over the years, their business has
evolved to cater for the broader family in addition to securing new
high net worth clients. They are a Registered Investment Advisor,
official trustees, and hold full discretion over AUM in excess of
$1b.They have retained Michael Page Boston to secure their next
Senior Tax Associate.DescriptionDue to continued growth, a Senior
Tax Associate opportunity has arisen in a prestigious Wealth
Manager/Multi-Family Office based in Beverly, MA. The tax
department is focused on Individual, Fiduciary and Partnership
Taxation. As part of this team you will service our high net worth
family office clients in multiple areas of their tax compliance.
Reporting directly into the Director of Tax, the role's main duties
and responsibilities include the following:
- Preparation of tax returns for Individuals (1040), Trusts
(1041), Gifts (709), and partnerships (1065)
- Assist with tax planning for preparation of quarterly estimated
tax payments
- Assist with tax audits, notices, and tax research projects
- Take ownership of tasks and be able to work with others to
prioritize work assignments
- Handle multiple engagements at one time and meet deadlines
- Produce deliverables that are clear, concise, thorough and of
professional quality
- Dedicated to meeting and exceeding the expectations and
requirements of all clients
- Handle routine client tax questions, research tax issues, and
work with clients to collect necessary information for tax return
completion and compliance
- Assist in the review of client transactions for purposes of
preparing various 1099 forms
- Other tax duties and responsibilities as needed.HYBRID ROLE
with 3 days a week REMOTE, 2 days / week in office.This is a role
that is designed for someone who is looking to secure their next
role in a stable, high performing and collaborative family office
environment where discretion, intellectual curiosity and having the
ability to roll up one's sleeves and get involved at all levels, is
highly valued.Ideal candidates will come from either a public
accounting, wealth management, trust/ family office or legal
professional environment.This recruitment assignment is retained by
Michael Page Boston. Submit your resume today and Tom Smith will
review within 48 hours of submittal.ProfileIn return for a
competitive remuneration package, the successful candidate will
possess the following:
- Bachelor's Degree in Accounting or Finance
- 3 to 5+ years of tax preparation and compliance experience
- Experience with CCH Axcess or ProSystem Fx is preferred
- Financial Services or Family Office experience is a plus
- CPA and/or MS in Taxation is a plus
- Ability to work REMOTE 3 days/ week, and 2 days/ week in
officeJob Offer
- $ 80,000 to $ 120,000 base salary (depending upon relevant
experience)
- Additional performance related bonus scheme
- Extremely competitive benefits package
- Harvard Pilgrim Healthcare PPO - 100% paid by employer for you
and the entire family
- Dental and Vision - 100% paid for by employer
- 401K 6% personal contribution is matched by a 5% employer
contribution
- Above inflation annual salary increase
- Private family office setting
- Beverly, MA campus work location
- Boutique working environment
- Close-nit, highly competent, collaborating, team environment
with incredibly low staff turnover and high staff retention.
- 3 days/ week REMOTEMPI does not discriminate on the basis of
race, color, religion, sex, sexual orientation, gender identity or
expression, national origin, age, disability, veteran status,
marital status, or based on an individual's status in any group or
class protected by applicable federal, state or local law. MPI
encourages applications from minorities, women, the disabled,
protected veterans and all other qualified applicants.
Keywords: Michael Page, Boston , Senior Tax Accountant - Beverly/ HYBRID ROLE, Accounting, Auditing , Beverly, Massachusetts
Didn't find what you're looking for? Search again!
Loading more jobs...