Tax Senior Professional

2 weeks ago


Newton MA USA, United States Jobot Full time
About the Role

We are seeking a highly skilled Tax Senior to join our team at Jobot. As a Tax Senior, you will be responsible for preparing and reviewing complex tax returns for individuals, partnerships, and corporations, ensuring compliance with federal, state, and local tax laws and regulations.

Key Responsibilities
  • Prepare and review complex tax returns for individuals, partnerships, and corporations.
  • Utilize CCH Axcess software for tax preparation, research, and project management.
  • Provide exceptional client service by managing and maintaining relationships with high net worth (HNW) clients.
  • Research and analyze tax laws, regulations, and court rulings to ensure accurate and up-to-date tax advice.
  • Collaborate with team members to develop and implement tax planning strategies for clients.
  • Assist in the development of junior staff by providing mentoring, training, and technical guidance.
  • Participate in business development initiatives, including networking events and client presentations.
Requirements
  • Bachelor's degree in Accounting, Finance, or a related field. A Master's degree in Taxation or a related field is preferred.
  • Minimum of 2 years of experience in public accounting or a related field, with a focus on tax.
  • Proficiency in CCH Axcess or similar tax software is required.
  • Experience working with partnerships and high net worth (HNW) clients is strongly preferred.
  • Certified Public Accountant (CPA) or Enrolled Agent (EA) designation is preferred.
What We Offer
  • Hybrid work environment with 1-2 days of remote work per week.
  • Up to 10% annual bonus.
  • 20 days of PTO per year.
  • 15 holiday days off per year.
  • 3% 401k safe harbor match + profit sharing.
  • 100% employer-funded dental and vision.
  • Generous employer contributions to health insurance.


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