Senior Tax Accountant - Family Office - Danvers, MA/ HYBRID
Company: Page Executive
Location: Boston
Posted on: January 27, 2023
Job Description:
Senior Tax Accountant - Family Office - Danvers, MA/ HYBRID
Boston Permanent $100,000 - $110,000 per year
- Boutique Family Office based in Beverly, MA
- Reports directly into the Director of TaxAbout Our ClientMy
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.Job 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.
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.The Successful ApplicantIn return for a competitive
remuneration package, the successful candidate will possess the
following:
- Bachelor's Degree in Accounting or Finance
- 2+ 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.What's on Offer
- $ 100,000 to $ 110,000 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
- Close-nit, highly competent, collaborating, team environment
with incredibly low staff turnover and high staff retention.Page
Executive are inclusive Recruiters and Hirers, as reflected in our
Clear Assured Gold Standard Accreditation from the Clear Company.
We are passionate about attracting diverse talent and are committed
to ensuring our processes are inclusive and supportive. Page
Executive is part of the PageGroup. 200 Dashwood Lang Road ,
Addlestone , Surrey , KT15 2NX
Keywords: Page Executive, Boston , Senior Tax Accountant - Family Office - Danvers, MA/ HYBRID, Administration, Clerical , Boston, Massachusetts
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