BerryDunn is seeking a Senior TaxSpecialist to join our Tax Practice Group. You will join a core team tasked with preparing and reviewing tax returns, tax planning projections and tax research for our clients. This role can be based in our Manchester, NH, Waltham, MA, Portland, ME, or Bangor, ME offices, or it can be remote to support client work. You will report to the Tax Manager.
Travel Expectations: Minimal, up to 5%
You Will
Prepare complex U.S. and multi-state income tax returns for business entities, including consolidated and non-consolidated C‐corporations, S-Corporations, Partnerships and fiduciary returns
Prepare complex U.S. and state individual income and gift tax returns
Prepare tax planning projections for individual and corporate estimated tax liability
Manage and monitor client deliverables and due dates
Conduct tax research and prepare memorandum outlining findings and conclusions
Respond to IRS and state agency audits, inquires, and tax notices; communicate with IRS and clients in connection with audits, inquires, and tax notices
Delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed
Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
Assist with employee training for new hires and ongoing employee training
Engage in consulting and special projects as requested by Management and Clients
You Have
4 or more years of recent public accounting experience
Bachelor's/Master's degree in Accounting, Tax, Business or a related field
Highly evolved analytical and problem-solving ability
Advanced computer and tax software proficiency. Experience with ProFX tax is required
Excellent verbal and written communication skills are a must
Excellent interpersonal, relationship-building and organizational skills
Ability to handle multiple client engagements in a fast-paced environment3
Compensation Details
The base salary range targeted for this role is $80,000 - $90,000. This position may also be eligible for a discretionary annual bonus based on factors such as company and personal performance. This salary range represents BerryDunn's good faith and reasonable estimate of the range of possible compensation at the time of posting. If an applicant possesses experience, education, or other qualifications more than the minimum requirements for this posting, that applicant is encouraged to apply, and a final salary range may then be based on those additional qualifications; compensation decisions are dependent on the facts and circumstances of each case. The salary of the finalist selected for this role will be based on a variety of factors, including but not limited to years of experience, depth of experience, seniority, merit, education, training, amount of travel, and other relevant business considerations.
BerryDunn Benefits & Culture
Our people are what make BerryDunn special, and in return we strive to support our employees and help them thrive. Eligible employees have access to benefits that go beyond what's expected to support their physical, mental, career, social, and financial well-being. Visit our website for a complete list of benefits and a look into our culture: Experience BerryDunn.
We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process or perform essential job functions. Please contact ********************* to request an accommodation.
We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.
About BerryDunn
BerryDunn is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP, independently owned entities, provide services. Since 1974, BerryDunn has helped businesses, nonprofits, and government agencies throughout the US and its territories solve their greatest challenges. The firm's tax, advisory, and consulting services are provided by Berry, Dunn, McNeil & Parker, LLC, and its attest services are provided by BDMP Assurance, LLP, a licensed CPA firm.
BerryDunn is a client-centered, people-first professional services firm with a mission to empower the meaningful growth of our people, clients, and communities. Led by CEO Sarah Belliveau, the firm has been recognized for its efforts in creating a diverse and inclusive workplace culture, and for its focus on learning, development, and well-being. Learn more at berrydunn.com.
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$80k-90k yearly Auto-Apply 58d ago
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Sales & Use Tax Manager, State and Local Tax
BDO USA 4.8
Boston, MA jobs
A State and Local Tax (SALT) Manager is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the SALT Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the SALT Manager will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients.
Job Duties Research
Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted
Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings
Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel
Tax Compliance
Conducts detailed reviews of tax returns with the ability to identify most significant state tax issues
Composes responses to notices from state taxing authorities
Provides assistance with exam support
Tax Consulting
Drafts tax memorandums, tax opinions and other documentation on various tax issues
Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate
Determines tax planning process
Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements
Assists in the development of consultative selling strategies
Manages the expectations of assigned clients
Tax Controversy
Represents clients before any tax authority on contested issues
Tax Related Software
Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks
Provides technical client service to multi-state companies with state and local tax issues
Conducts negotiation of settlements, voluntary disclosure agreements and state tax audit representation
Drafts technical memoranda regarding state and local tax issues
Accounting for Income Taxes - SFAS109 ASC740-10
Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties
Reviews studies of tax implications to identify alternative courses of actions to benefits clients
Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes orexpenses or offering of non-tax benefits
Assist with researching potential tax strategies
Suggests marketing approaches for new client acquisition
Other duties as required Supervisory Responsibilities
Supervises the day-to-day workload of STS SALT Senior Associates and Associates on assigned engagements and reviews work product
Ensures STS SALT Senior Associates, Associates and Interns are trained on all relevant tax software
Evaluates the performance of STS SALT Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development
Delivers periodic performance feedback and completes performance evaluations for STS SALT Senior Associates, Associates and Interns
Acts as Career Advisor to STS SALT Senior Associates and Associates, as appropriate
Qualifications, Knowledge, Skills and Abilities Education
Bachelor's degree, required; focus in business, preferred
Master's degree in Accounting/Taxation or J.D., preferred
Experience
Four (4) years of prior experience in state and local/multistate experience or legal professional services or equivalent experience through an advanced degree program, required
Prior experience supervising tax professionals on a project or engagement basis, required
Prior experience preparing and/or reviewing tax provisions, preferred
Prior experience with corporate taxation, consolidations and partnerships, preferred
License/Certifications
CPA certification or other relevant certification, preferred
Software
Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required
Exposure to and familiarity with standard tax applications and research tools, preferred
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skills
Superior analytical and research skills
Solid organizational skills especially ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Capable of effective managing a team of tax professionals and delegating work assignments as needed
Capacity to build and maintain strong relationships with internal and client personnel
Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
Executive presence and ability to act as primary contact on assigned engagements
Ability to successfully interact with professionals at all levels
Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
Advanced knowledge of sources of relevant information utilized in tax filings
Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $79,800 - $168,000
Maryland Range: $79,800 - $168,000
NYC/Long Island/Westchester Range: $79,800 - $168,000
Washington DC Range: $79,800 - $168,000
About Us
Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well‑being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight‑driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
*Benefits may be subject to eligibility requirements.
Locations 15 One International Place, Boston, MA, 02110, US
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$79.8k-168k yearly 2d ago
Tax Manager
Baker Newman Noyes LLC 3.9
Boston, MA jobs
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. Tax Managers are responsible for the management of all phases of tax compliance for assigned clients in a variety of industries. Managers participate in firm administration and leadership, including staff and firm development.
Competencies and Position Requirements
Dedicated to high-caliber client service
Effective project management, analytical, interpersonal, and oral and written communication skills
Thrives in a dynamic and collegial work environment
Advanced knowledge of tax compliance and planning at both the federal and state level
Effectively supervise activities of the engagement team
Reviews staff and senior work timely and thoroughly to ensure that objectives are achieved
Provides seniors and staff with timely, honest, and constructive feedback and serves as a formal and/or informal mentor to staff as appropriate
Demonstrates the ability to manage multiple engagements to a successful and efficient completion
Generates, pursues, and assists in closing proposal opportunities with existing and/or potential clients
Highly responsive to the client's needs and requests
Manages the client's expectations and the day-to-day client relationship
Meets time deadlines while also meeting or exceeding quality requirements
Motivates staff through their professional and technical reputation, enthusiasm, and positive attitude
Education and Experience
Five or more years of experience in taxation with a public accounting firm
Masters or other form of 150 college credit hours with requisite accounting related courses (Bachelor's degrees may be considered in some situations)
CPA certificate required
Ability to work a flexible schedule based on business needs
Supportive and collaborative culture
BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including:
A flexible paid time off program, 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
The expected salary range for candidates in the Massachusetts market is $106,057- $159,140 annually, depending on experience and qualifications.
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.
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$106.1k-159.1k yearly 3d ago
Tax Manager, Property Tax
Ducharme, McMillen & Associates, Inc. 4.1
Boston, MA jobs
Tax Manager, Property Tax page is loaded## Tax Manager, Property Taxlocations: Boston, MAtime type: Full timeposted on: Posted Todayjob requisition id: REQ: 212As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof:* 2025 Great Places to Work Certified* Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)* Company paid parental leave* Generous time off package* Multiple benefit plans, eligibility begins on day one of employment* Culturally focused on work/life balance, mental health, and the overall wellness of our employees The Tax Manager assists and supports team members in performing Real Estate assessment reviews for DMA clients, to achieve maximum tax savings and provide other state and local tax consulting services**Essential Duties and Responsibilities**• Provide support for leadership in the assessment review process, including representing clients during appeals and hearings with State and Local taxing authorities • Prepares reports and analyses supporting DMA's position for State and Local taxing authorities; reviews and submits periodic status reports to clients; prepares Reports of Findings and other general correspondence for clients • Uses DMA templates or valuation models for property valuation, fixed asset reconciliation or classification, determine client's prior methodologies, identify exemptions and abatements, identifying and reporting potential tax savings opportunities • Attend on-site inspection of client property (plants and operations) • Active participation in business development activities - including identifying, scoping, and developing customized solutions for new and prospective clients, as well as meeting with potential prospects; ability to communicate DMA's other service lines to prospects • Account management responsibilities for assigned clients - developing, sustaining, and enhancing relationships with DMA clients and prospects • Research, collect, and populate DMA's review management system with new cases, client assessment details, property, or fixed asset data and jurisdictional tax information • Assist in production and invoicing process • Track and monitor all relevant jurisdictional deadlines associated with return filings, audits, informal and formal appeals & protests, mailing & payment dates for tax bills • Research and follow industry or market activity/trends in assigned geographic area • Research and follow state and local tax issues, legislation, court cases, etc. • Perform much of the above in collaboration with a team, but also possessing the ability to do so independently and with minimal supervision **Non-Essential Duties and Responsibilities**• Perform other duties as assigned **Education and Qualifications**• Bachelor's degree in Accounting, Real Estate, Finance, Economics, or a related field • 5+ years professional experience; property tax, valuation, or accounting preferred • Advanced knowledge of Microsoft Excel, Outlook, and Word • Ability to work independently and as part of a team • Excellent verbal and written communication skills; demonstrated problem-solving skills • Organizational, research, and interpersonal skills • Ability to multi-task and prioritize projects and deadlines • Valid driver's license The Company is an equal employment opportunity employer and is committed to providing equal employment opportunities to its applicants and employees. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law. This equal employment opportunity policy applies to all employment policies, procedures, and practices, including but not limited to hiring, promotion, compensation, training, benefits, work assignments, discipline, termination, and all other terms and conditions of employment. It is DMA's policy to make reasonable accommodations for qualified individuals with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please contact our Human Resources team at *********************** or ************ and choosing selection 6.
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$80k-116k yearly est. 2d ago
Tax Manager
RÖDl & Partner 3.2
Boston, MA jobs
Our growth is your opportunity for growth! We are seeking a detail‑oriented and experienced Tax Manager to join our growing team in Boston, MA. We are seeking an individual who is dynamic, entrepreneurial, and career‑oriented to join our team.
Your responsibilities will focus on tax, primarily corporate and partnership tax compliance, as well as related consulting services addressing a broad range of tax issues.
Responsibilities
Federal tax compliance for corporations, partnerships, and other disregarded entities
State and local tax compliance
Evaluate and comply with the reporting requirements related to U.S. tax treaties, FATCA, foreign withholding, foreign tax credits, etc.
You will have a great deal of autonomy but will work in a team environment.
As an entrepreneurial firm, we value individual responsibility and initiative. We truly believe in flat hierarchies and open communication and offer a casual work environment of highly motivated individuals with very diverse professional and cultural backgrounds.
Desired Skills & Experience
5-7 years of tax experience
Bachelors or Masters in Taxation, or a similar program from an accredited college/university.
Independent, yet able to interface with practice leaders to ensure the best possible results for clients.
Strong organizational, project management, and problem‑solving skills.
People-oriented and willing to train, motivate, and develop staff.
Strong planning, research, writing, and communication skills.
Preferred Qualifications
Strong corporate tax compliance and tax provision experience
CPA license or similar certification
ProSystem fx Engagement
Benefits
401K plan (with 3% salary paid employer contributions)
Medical coverage
Paid Dental coverage
Employee and Dependent life insurance
Disability insurance
Vision insurance
Accidental death & dismemberment insurance
Flexible spending accounts
Paid Day of Service annually
Flexible work arrangements
Generous paid time off - 25 days for all full‑time employees!
Paid holidays
Additional paid holiday following 4/15 deadline
Paid parking/public transportation reimbursement
Mobile phone reimbursement
Tuition reimbursement & training
Paid time off on days sitting for CPA Exam
Monetary bonus for passing the US CPA exam
Rödl Management, Inc. is an Equal Opportunity Employer.
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$81k-116k yearly est. 2d ago
Tax Manager - Lead Client-Focused Compliance & Growth
Baker Newman Noyes LLC 3.9
Boston, MA jobs
A top accounting and advisory firm in Massachusetts is seeking a Tax Manager to oversee tax compliance for diverse clients. The ideal candidate will have over five years of public accounting experience and a CPA certification. This role emphasizes client service and staff mentorship. The firm offers a range of benefits, including flexible paid time off and health insurance. Salary range is competitive based on experience.
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$82k-115k yearly est. 3d ago
Tax Manager
Baker Newman Noyes LLC 3.9
Boston, MA jobs
Career Opportunities with Baker Newman Noyes LLC
A great place to work.
Current job opportunities are posted here as they become available.
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. Tax Managers are responsible for the management of all phases of tax compliance for assigned clients in a variety of industries. Managers participate in firm administration and leadership, including staff and firm development.
Competencies and Position Requirements
Dedicated to high-caliber client service
Effective project management, analytical, interpersonal, and oral and written communication skills
Thrives in a dynamic and collegial work environment
Advanced knowledge of tax compliance and planning at both the federal and state level
Effectively supervise activities of the engagement team
Reviews staff and senior work timely and thoroughly to ensure that objectives are achieved
Provides seniors and staff with timely, honest, and constructive feedback and serves as a formal and/or informal mentor to staff as appropriate
Demonstrates the ability to manage multiple engagements to a successful and efficient completion
Generates, pursues, and assists in closing proposal opportunities with existing and/or potential clients
Highly responsive to the client's needs and requests
Manages the client's expectations and the day-to-day client relationship
Meets time deadlines while also meeting or exceeding quality requirements
Motivates staff through their professional and technical reputation, enthusiasm, and positive attitude
Education and Experience
Five or more years of experience in taxation with a public accounting firm
Masters or other form of 150 college credit hours with requisite accounting related courses (Bachelor's degrees may be considered in some situations)
CPA certificate required
Ability to work a flexible schedule based on business needs
Supportive and collaborative culture
BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including:
A flexible paid time off program, 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.
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$82k-115k yearly est. 2d ago
Tax Manager: Lead Client Tax Strategy & Mentorship
Baker Newman Noyes LLC 3.9
Boston, MA jobs
A top tax and advisory firm in Boston is seeking a Tax Manager to oversee tax compliance and engage in leadership activities. The ideal candidate will have over five years of experience in taxation, a CPA certification, and strong project management skills. This role offers a collaborative environment with excellent growth opportunities and benefits including flexible paid time off and health insurance.
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$82k-115k yearly est. 2d ago
Tax Manager - Private Client Services
Eisneramper 4.8
Boston, MA jobs
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice in San Francisco and Boston. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while demonstrating proficiency in reviewing complex returns, managing staff and conducting research. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top "Places to Work" awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create innovative solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will be Responsible For:
Responsible for training, supervising and ongoing development of associates and seniors.
Review tax returns for individuals, closely held partnerships, simple and complex trusts and estates, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.
Build impactful relationships with clients and maintain relationships with firm leadership.
Cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs.
Take responsibility for accurate time and billing for self and team.
Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines.
Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.
Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
Hold self and direct reports responsible for achieving developmental goals
Mentor and coach junior team members.
Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.
Basic Qualifications:
Bachelor's Degree in Accounting or equivalent field is required
5+ years of PCS or Family Office, tax compliance and/or tax consulting experience in public accounting or public/Corporate mix
CPA or IRS Enrolled Agent Certification required
Preferred/Desired Qualifications:
Master's Degree in Taxation or relevant field
Experience using CCH Axcess or Pro Systems tax software
Experience acquiring new clients and growing a book of business
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law.
About our Private Client Services (PCS) Team:
The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.
As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about but pursue it.
Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees including 450 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
The expected salary range for this position is between $140,000 and $180,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Should you need any accommodations to complete this application please email:
#LI-MA1
#LI-Hybrid
Preferred Location:San Francisco
For NYC and California, the expected salary range for this position is between
85000
and
150000
The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.
$140k-180k yearly 3d ago
Tax Specialist Advanced Reviewer (Seasonal)
Baker Newman Noyes LLC 3.9
Manchester, NH jobs
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. Our TaxSpecialist, Advanced Reviewer will work directly with other BNN tax professionals to review federal and state tax returns during our peak seasons. There will also be opportunities to work on complex projects within the POD. They will be responsible for assisting staff by providing services to support the client service work of the Tax Department.
Competencies and Position Requirements
Dedicated to high-caliber client service
Excellent project management, analytical, interpersonal, oral, and written communication skills
Strong organizational skills and attention to detail
Experience with data entry and other administrative tasks related to tax return preparation
Ability to use tax research tools to help determine the proper treatment of a variety of client transactions
Ability to multitask and complete assignments within time constraints and deadlines
Advanced knowledge of tax reviewing at both the federal and state(s) levels, including but not limited to returns of individuals, partnerships, corporations, and trusts
Effectively handles tax, accounting, and business issues
Displays professionalism, dependability, integrity, and trustworthiness
Uncompromising judgment and discretion to protect the confidentiality/privacy of clients and company documents and records
Education and Experience
Five or more years' experience in taxation with a public accounting firm
Bachelor's degree preferred, or equivalent experience
CPA license required
Work Environment
Ability to work a flexible schedule based on business needs, up to 40 hours per week, overtime hours may be required during busy season
Expectation is all hours worked are billable to a client except for approved administrative time for training, meetings and time entry
Hybrid and remote work option with approval from Department Head
Supportive and collaborative culture
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.
$82k-114k yearly est. 4d ago
Tax Specialist Advanced Reviewer (Seasonal)
Baker Newman Noyes LLC 3.9
Woburn, MA jobs
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. BNNs 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. Our TaxSpecialist, Advanced Reviewer will work directly with other BNN tax professionals to review federal and state tax returns during our peak seasons. There will also be opportunities to work on complex projects within the POD. They will be responsible for assisting staff by providing services to support the client service work of the Tax Department.
Competencies and Position Requirements
* Dedicated to high-caliber client service
* Excellent project management, analytical, interpersonal, oral, and written communication skills
* Strong organizational skills and attention to detail
* Experience with data entry and other administrative tasks related to tax return preparation
* Ability to use tax research tools to help determine the proper treatment of a variety of client transactions
* Ability to multitask and complete assignments within time constraints and deadlines
* Advanced knowledge of tax reviewing at both the federal and state(s) levels, including but not limited to returns of individuals, partnerships, corporations, and trusts
* Effectively handles tax, accounting, and business issues
* Displays professionalism, dependability, integrity, and trustworthiness
* Uncompromising judgment and discretion to protect the confidentiality/privacy of clients and company documents and records
Education and Experience
* Five or more years experience in taxation with a public accounting firm
* Bachelors degree preferred, or equivalent experience
* CPA license required
Work Environment
* Ability to work a flexible schedule based on business needs, up to 40 hours per week, overtime hours may be required during busy season
* Expectation is all hours worked are billable to a client except for approved administrative time for training, meetings and time entry
* Hybrid and remote work option with approval from Department Head
* Supportive and collaborative culture
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.
$71k-98k yearly est. 32d ago
Tax Specialist Advanced Reviewer (Seasonal)
Baker Newman Noyes LLC 3.9
Woburn, MA jobs
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. Our TaxSpecialist, Advanced Reviewer will work directly with other BNN tax professionals to review federal and state tax returns during our peak seasons. There will also be opportunities to work on complex projects within the POD. They will be responsible for assisting staff by providing services to support the client service work of the Tax Department.
Competencies and Position Requirements
Dedicated to high-caliber client service
Excellent project management, analytical, interpersonal, oral, and written communication skills
Strong organizational skills and attention to detail
Experience with data entry and other administrative tasks related to tax return preparation
Ability to use tax research tools to help determine the proper treatment of a variety of client transactions
Ability to multitask and complete assignments within time constraints and deadlines
Advanced knowledge of tax reviewing at both the federal and state(s) levels, including but not limited to returns of individuals, partnerships, corporations, and trusts
Effectively handles tax, accounting, and business issues
Displays professionalism, dependability, integrity, and trustworthiness
Uncompromising judgment and discretion to protect the confidentiality/privacy of clients and company documents and records
Education and Experience
Five or more years' experience in taxation with a public accounting firm
Bachelor's degree preferred, or equivalent experience
CPA license required
Work Environment
Ability to work a flexible schedule based on business needs, up to 40 hours per week, overtime hours may be required during busy season
Expectation is all hours worked are billable to a client except for approved administrative time for training, meetings and time entry
Hybrid and remote work option with approval from Department Head
Supportive and collaborative culture
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.
$71k-98k yearly est. 4d ago
Tax Specialist Advanced Reviewer (Seasonal)
Baker Newman Noyes LLC 3.9
Boston, MA jobs
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. Our TaxSpecialist, Advanced Reviewer will work directly with other BNN tax professionals to review federal and state tax returns during our peak seasons. There will also be opportunities to work on complex projects within the POD. They will be responsible for assisting staff by providing services to support the client service work of the Tax Department.
Competencies and Position Requirements
Dedicated to high-caliber client service
Excellent project management, analytical, interpersonal, oral, and written communication skills
Strong organizational skills and attention to detail
Experience with data entry and other administrative tasks related to tax return preparation
Ability to use tax research tools to help determine the proper treatment of a variety of client transactions
Ability to multitask and complete assignments within time constraints and deadlines
Advanced knowledge of tax reviewing at both the federal and state(s) levels, including but not limited to returns of individuals, partnerships, corporations, and trusts
Effectively handles tax, accounting, and business issues
Displays professionalism, dependability, integrity, and trustworthiness
Uncompromising judgment and discretion to protect the confidentiality/privacy of clients and company documents and records
Education and Experience
Five or more years' experience in taxation with a public accounting firm
Bachelor's degree preferred, or equivalent experience
CPA license required
Work Environment
Ability to work a flexible schedule based on business needs, up to 40 hours per week, overtime hours may be required during busy season
Expectation is all hours worked are billable to a client except for approved administrative time for training, meetings and time entry
Hybrid and remote work option with approval from Department Head
Supportive and collaborative culture
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.
$71k-99k yearly est. 4d ago
Tax Specialist Advanced Reviewer (Seasonal)
Baker Newman Noyes 3.9
Boston, MA jobs
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. Our TaxSpecialist, Advanced Reviewer will work directly with other BNN tax professionals to review federal and state tax returns during our peak seasons. There will also be opportunities to work on complex projects within the POD. They will be responsible for assisting staff by providing services to support the client service work of the Tax Department.
Competencies and Position Requirements
Dedicated to high-caliber client service
Excellent project management, analytical, interpersonal, oral, and written communication skills
Strong organizational skills and attention to detail
Experience with data entry and other administrative tasks related to tax return preparation
Ability to use tax research tools to help determine the proper treatment of a variety of client transactions
Ability to multitask and complete assignments within time constraints and deadlines
Advanced knowledge of tax reviewing at both the federal and state(s) levels, including but not limited to returns of individuals, partnerships, corporations, and trusts
Effectively handles tax, accounting, and business issues
Displays professionalism, dependability, integrity, and trustworthiness
Uncompromising judgment and discretion to protect the confidentiality/privacy of clients and company documents and records
Education and Experience
Five or more years experience in taxation with a public accounting firm
Bachelor s degree preferred, or equivalent experience
CPA license required
Work Environment
Ability to work a flexible schedule based on business needs, up to 40 hours per week, overtime hours may be required during busy season
Expectation is all hours worked are billable to a client except for approved administrative time for training, meetings and time entry
Hybrid and remote work option with approval from Department Head
Supportive and collaborative culture
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.
$71k-99k yearly est. 33d ago
Tax Specialist Advanced Reviewer (Seasonal)
Baker Newman Noyes LLC 3.9
Portland, ME jobs
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. Our TaxSpecialist, Advanced Reviewer will work directly with other BNN tax professionals to review federal and state tax returns during our peak seasons. There will also be opportunities to work on complex projects within the POD. They will be responsible for assisting staff by providing services to support the client service work of the Tax Department.
Competencies and Position Requirements
Dedicated to high-caliber client service
Excellent project management, analytical, interpersonal, oral, and written communication skills
Strong organizational skills and attention to detail
Experience with data entry and other administrative tasks related to tax return preparation
Ability to use tax research tools to help determine the proper treatment of a variety of client transactions
Ability to multitask and complete assignments within time constraints and deadlines
Advanced knowledge of tax reviewing at both the federal and state(s) levels, including but not limited to returns of individuals, partnerships, corporations, and trusts
Effectively handles tax, accounting, and business issues
Displays professionalism, dependability, integrity, and trustworthiness
Uncompromising judgment and discretion to protect the confidentiality/privacy of clients and company documents and records
Education and Experience
Five or more years' experience in taxation with a public accounting firm
Bachelor's degree preferred, or equivalent experience
CPA license required
Work Environment
Ability to work a flexible schedule based on business needs, up to 40 hours per week, overtime hours may be required during busy season
Expectation is all hours worked are billable to a client except for approved administrative time for training, meetings and time entry
Hybrid and remote work option with approval from Department Head
Supportive and collaborative culture
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.
$77k-106k yearly est. 4d ago
Tax Specialist Advanced Reviewer (Seasonal)
Baker Newman Noyes LLC 3.9
Portsmouth, NH jobs
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. Our TaxSpecialist, Advanced Reviewer will work directly with other BNN tax professionals to review federal and state tax returns during our peak seasons. There will also be opportunities to work on complex projects within the POD. They will be responsible for assisting staff by providing services to support the client service work of the Tax Department.
Competencies and Position Requirements
Dedicated to high-caliber client service
Excellent project management, analytical, interpersonal, oral, and written communication skills
Strong organizational skills and attention to detail
Experience with data entry and other administrative tasks related to tax return preparation
Ability to use tax research tools to help determine the proper treatment of a variety of client transactions
Ability to multitask and complete assignments within time constraints and deadlines
Advanced knowledge of tax reviewing at both the federal and state(s) levels, including but not limited to returns of individuals, partnerships, corporations, and trusts
Effectively handles tax, accounting, and business issues
Displays professionalism, dependability, integrity, and trustworthiness
Uncompromising judgment and discretion to protect the confidentiality/privacy of clients and company documents and records
Education and Experience
Five or more years' experience in taxation with a public accounting firm
Bachelor's degree preferred, or equivalent experience
CPA license required
Work Environment
Ability to work a flexible schedule based on business needs, up to 40 hours per week, overtime hours may be required during busy season
Expectation is all hours worked are billable to a client except for approved administrative time for training, meetings and time entry
Hybrid and remote work option with approval from Department Head
Supportive and collaborative culture
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.
$82k-114k yearly est. 4d ago
Tax Specialist
Bracebridge Capital 4.3
Boston, MA jobs
Bracebridge Capital, LLC is a leading alternative asset manager with approximately $12 billion of net assets under management. The firm pursues investment strategies primarily within the global fixed income markets with the objectives of capital preservation and absolute return without significant correlation to equity, interest rate and foreign exchange markets. Established in 1994, Bracebridge manages private investment funds that serve endowments, foundations, pension funds and other institutional and high-net-worth investors.
Approximately 160 employees operate from our office located in Boston's historic Back Bay. The entrepreneurial and collaborative culture at Bracebridge rewards and supports motivated, dedicated, enthusiastic and intellectually curious individuals. We believe our firm's greatest asset is the people who work here.
The TaxSpecialist will report to the Tax Senior. You will work closely with other team members and the tax return preparers to ensure the accuracy and timely delivery of all tax deliverables for the Bracebridge managed structure including both onshore and offshore master-feeder fund structures.
Responsibilities:
Preparation related to:
Computations of partnership taxable income, partnership book and tax allocations, tax estimates, Schedule K-1s and tax returns.
Forms 926, 8621, 8858, 8865, 8886, 5471, and W-8 as well as any other required tax filings.
ASC 740 Uncertain Tax Position analyses.
Monthly NRA Withholding Statements.
The month-end close process and production of reconciliations related to balance sheet and income statement accounts.
Analyze and identify book-to-tax differences including wash sales, PFICs, bond bifurcation, and accretion/amortization of discount/premium.
Document tax and accounting policies and procedures.
Assess and evaluate reporting processes and systems to ensure they are efficient and effective. Work with internal technical resources to enhance existing processes and develop new systems as required.
Additional responsibilities may include researching and implementing operational improvements, ad hoc analysis and special projects.
Qualifications:
BA degree in accounting or finance. CPA, MST or working towards a CPA or MST preferred.
A minimum of 3-5 years financial services experience with exposure to the taxation of financial products and hedge/mutual funds or investment companies preferred.
Knowledge of fixed income securities, derivatives and complex financial instruments.
Proficient with software, including advanced MS Excel.
Knowledge of Total Return accounting system (an SS&C Globe-Op platform), Brightline, K1x, Alteryx, and / or Workday are a plus.
Strong analytical and organizational skills.
Excellent communication and interpersonal skills in order to work with a diverse group of internal and external resources, in a challenging, fast-paced setting.
Current anticipated annual base salary range: $90,000 - $110,000
Base salary within the range will be determined by various factors including but not limited to the individual's experience, skills and qualifications.
$90k-110k yearly Auto-Apply 31d ago
Tax Accountant
Adviser Investments, LLC 4.4
Boston, MA jobs
Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations.
Our team of professionals operates from six offices across the nation, serving over 6,000 clients and managing over $19 billion in assets.
We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners.
Role Overview
The primary responsibility for this position is the preparation and timely filing of federal and state individual and fiduciary income tax returns, charitable returns, and tax estimates of the highest complexity, including the gathering and analysis of all information needed to complete these returns and to determine the lowest lawful tax burden for the client.
The incumbent also prepares and timely files other related tax returns, tax estimates and tax information documents, and performs calculations of the highest complexity of various tax scenarios to assist and work with both clients and the lawyers with strategic tax planning.
Responsibilities
* Prepares and timely files federal and state individual and fiduciary income tax returns of the highest complexity as assigned by the Manager of Tax Services ("Manager"), including quarterly federal and state tax estimates as required.
* Prepares and timely files required tax returns and estimates or withholding as applicable for non-profit organizations, non-resident alien trust beneficiaries and other return preparation assignments as determined by the Manager.
* Prepares and timely files federal gift tax returns and performs gift tax planning projections as requested by the lawyers and as assigned by the Manager.
* Performs federal and state income tax projections and planning to assist the lawyers in strategic tax planning for clients as assigned by the Manager.
* Analyzes trusts and other documents to determine the tax return requirements for related accounts as assigned by the Manager.
* Reviews tax returns and other work product prepared by other tax accountants as assigned by the Manager and reports to the Manager regarding the accuracy of the work product reviewed.
* Prepares for review by the Manager or designee, amended returns, claims for refunds and applications for abatement as needed to determine the proper tax liability for accounts assigned to the incumbent. Reviews said documents when prepared by other income tax accountants, as assigned by the Manager.
* Conducts and participates in audits of a client's tax return(s) with federal and state tax authorities of any tax returns prepared by the incumbent, or an income tax accountant. Keeps Manager and all parties apprised of the process and consults with Manager and lawyers as appropriate.
* Serves as mentor to income tax accountants and provides consultative and interpretative support to other tax accountants within Tax Services on tax and technical support matters.
* Confers with and assists the Manager and Director in formulating and drafting appropriate policies and procedures.
* Executes other duties assigned by the Manager which are consistent with the objective of delivering timely and accurate tax administration services to our clients.
Education, Experience and Qualifications
* A bachelor's degree or equivalent in a business-related discipline is required, with a degree in accounting preferred. An advanced degree is taxation is preferred.
* Minimum of three (3) to five (5) years of experience in preparation of sophisticated individual and fiduciary income tax returns is required, with at least one (1) year of direct fiduciary tax experience in a law firm, accounting firm or bank trust department preferred.
* Working knowledge of tax preparation software systems is required.
* Familiarity with standard office practices and personal computer software, such as Word and Excel is required.
* Ability to interact effectively with all levels of personnel, including management staff and support staff.
* Ability to interact professionally and effectively with clients, both internal and external.
* Ability to be a proactive, self-starter, who understands the details within a much larger context.
* Must be flexible in order to respond quickly and positively to shifting demands and opportunities; ability to work under tight deadlines and handle multiple, detailed tasks.
* Able to work in a collaborative style and environment.
* Must be team-oriented and able to share information, goals, opportunities, successes and failures with the appropriate parties.
* Ability to plan, organize and carry out multiple related activities.
* Ability to work in a multi-office environment.
* Ability to influence at all levels of the organization.
* Ability to work effectively in a culturally and educationally diverse environment.
* Must pay attention to details and have the ability to follow up and follow through.
Compensation
The anticipated base salary range for this position is $100,000 - $130,000. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions.
RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers.
Please Note: We are not accepting agency or third-party submissions for this role.
$100k-130k yearly 60d+ ago
Tax Senior
UHY 4.7
Wayland, MA jobs
JOB SUMMARYAs a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.
Tax Preparation
Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.)
Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships
Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives
Research and Analysis
Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes
Collaborate with the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions
Client Communication
Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
Compliance and Documentation
Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements
Team Collaboration
Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
Participate in internal training sessions to enhance your technical skills and stay updated on industry trends
Process Improvement and Innovation
Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services
Supervisory responsibilities
May supervise subordinate team members
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift to 15 pounds at a time
Travel required
Travel may be frequent and unpredictable, depending on client's needs
Required education and experience
Bachelor's degree in accounting, finance, or a related field
3 - 6 years of relevant experience
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
Preferred education and experience
Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained
Responsible for completing the minimum CPE credit requirement
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
For job postings in our Massachusetts locations, we are required by law to include a good faith salary range for every job, promotion and transfer opportunity. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $95,000 to $120,000.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
$95k-120k yearly Auto-Apply 60d+ ago
Federal Tax Services Intern - Summer 2027
Rsm 4.4
Boston, MA jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Examples of the candidate's responsibilities include:
Working on a team that focuses on a wide range of tax specialty areas including accounting for income taxes, accounting methods and periods, corporate taxation, federal credits and incentives, individual taxation, mergers and acquisitions, pass-through entity taxation, private client services, and not for profit organizations
Completing tax planning and research
Preparing federal and state & local tax returns
Understanding tax regulations and accounting pronouncements
Basic Qualifications:
90 credit hours completed
Working towards B.A. / B.S. degree or equivalent from accredited university
Accounting Major
Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations
A minimum 3.0 GPA is preferred
Preferred Qualifications:
Excellent written and verbal communication skills
Strong computer skills, including proficiency in Microsoft Excel
Ability to work effectively on a team
Ability to work and multitask in a fast-paced environment
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $36 - $43 per hour