Lead Tax Consultant

1 week ago


Boston, Massachusetts, United States Ledgent Finance & Accounting Full time
Job Overview

Position: Lead Tax Consultant

Compensation: $100-125k/yearly with potential sign-on bonus

Work Arrangement: Hybrid, 4 days a week

Parking Facilities: Available

Our esteemed client in the legal sector is seeking a Lead Tax Consultant with specialized knowledge in High Net Worth Individuals, Private Client Trusts, and Estates. This role is an opportunity to join a dynamic team, reporting directly to the Director, while also providing mentorship and support to junior team members.

REQUIREMENTS:

  • Bachelor's degree in Accounting or Finance is mandatory
  • A minimum of 7 years of experience in tax preparation is essential
  • Experience working with High Net Worth Individuals, Private Client Trusts, fiduciary, charitable entities, and partnerships is required
  • Prior experience in tax accounting within a mid-sized or larger professional environment is preferred
  • Proficiency in ProSystem-fx and Onesource Trust Tax is required
  • Advanced understanding of relevant tax codes and updates is necessary

KEY RESPONSIBILITIES:

  • Timely preparation of fiduciary, gift tax, foundation, partnership, and personal tax returns, focusing on complex tax situations and problem-solving
  • Collaborate closely with the Director, providing backup support and guidance to junior staff as needed in a collaborative environment
  • Engage directly with clients, reviewing the tax preparation work of fellow Tax Consultants
  • Offer expert tax guidance to the Director, other Tax Consultants, and clients of the department

We are committed to providing equal employment opportunities to all qualified applicants without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We also consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable laws.


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