Tax Partner/Principal - Individual, Trusts & Estates
CyberCoders, Wakefield, MA, United States
Tax Partner / Principal - Individual, Trusts & Estates
Location:
Wakefield, MA – Hybrid
Compensation:
$175K - $300K DOE
Requirement:
CPA w/ 15+ years of Public Accounting Experience, Individual, Trusts, & Estates experience
Firm:
We are a regional 100-person Public Accounting Firm located outside of Boston in Wakefield, MA. We are proud to be ranked as a "Top 50 Accounting Firm" by the Boston Business Journal. Through our membership in the AGN network of accounting and advisory firms, we have national and international capabilities typically only available from the largest firms.
Position Overview We are seeking a highly skilled Tax Partner/Principal to lead our Individual, Trusts & Estates practice. The ideal candidate will have a deep understanding of tax regulations and compliance, along with the ability to provide strategic guidance to clients in managing their tax obligations and estate planning needs.
Key Responsibilities
Lead and manage the Individual, Trusts & Estates tax practice.
Provide expert advice on tax compliance and planning strategies for individuals, trusts, and estates.
Develop and maintain client relationships to understand their tax and estate planning needs.
Oversee the preparation and review of tax returns for clients.
Provide training and mentorship to junior staff in tax-related matters.
Stay updated on the latest tax laws and regulations affecting individual and estate taxation.
Qualifications
15+ years of experience in tax compliance and planning, specifically in individual, trusts, estates.
Master of Science in Taxation (MST) preferred.
Proven track record in managing client relationships and delivering high-quality service.
Strong analytical and problem-solving skills.
401k Match
Unlimited PTO
Hybrid work environment
73% Health and Dental Insurance Premiums Paid
50% Vision Premiums Paid
Education Reimbursement
Workplace Culture and so much more!
Seniority level Not Applicable
Employment type Full-time
Job function Finance
Industries Staffing and Recruiting
#J-18808-Ljbffr
Wakefield, MA – Hybrid
Compensation:
$175K - $300K DOE
Requirement:
CPA w/ 15+ years of Public Accounting Experience, Individual, Trusts, & Estates experience
Firm:
We are a regional 100-person Public Accounting Firm located outside of Boston in Wakefield, MA. We are proud to be ranked as a "Top 50 Accounting Firm" by the Boston Business Journal. Through our membership in the AGN network of accounting and advisory firms, we have national and international capabilities typically only available from the largest firms.
Position Overview We are seeking a highly skilled Tax Partner/Principal to lead our Individual, Trusts & Estates practice. The ideal candidate will have a deep understanding of tax regulations and compliance, along with the ability to provide strategic guidance to clients in managing their tax obligations and estate planning needs.
Key Responsibilities
Lead and manage the Individual, Trusts & Estates tax practice.
Provide expert advice on tax compliance and planning strategies for individuals, trusts, and estates.
Develop and maintain client relationships to understand their tax and estate planning needs.
Oversee the preparation and review of tax returns for clients.
Provide training and mentorship to junior staff in tax-related matters.
Stay updated on the latest tax laws and regulations affecting individual and estate taxation.
Qualifications
15+ years of experience in tax compliance and planning, specifically in individual, trusts, estates.
Master of Science in Taxation (MST) preferred.
Proven track record in managing client relationships and delivering high-quality service.
Strong analytical and problem-solving skills.
401k Match
Unlimited PTO
Hybrid work environment
73% Health and Dental Insurance Premiums Paid
50% Vision Premiums Paid
Education Reimbursement
Workplace Culture and so much more!
Seniority level Not Applicable
Employment type Full-time
Job function Finance
Industries Staffing and Recruiting
#J-18808-Ljbffr