Tax Accountant / CPA for Family Office

Multi-family office located in Waltham is seeking an experienced tax professional. Candidate should be a CPA with at least 3 years of tax experience, preferably with high net-worth families. MST degree, or substantial progress toward the degree, is a plus (but not necessarily a requirement). Expertise gained through additional relevant work experience would also be a plus. Primary responsibilities include:

? Preparation of trial balances for investment partnerships and S corporations from which tax returns may be prepared

? Preparation of complex individual income tax returns for high net-worth individuals and related entities including S-Corps, Partnerships, Private Foundations, and Trusts using ProSystem Fx?.

? Identification and resolution of tax issues using BNA Income Tax Portfolios online

? Preparation of tax projections using BNA Income Tax Planning software

? Preparation of quarterly estimated tax payments

? Assist other financial professionals in our office in bookkeeping client financial data during the year and in compiling periodic financial statements and supporting analyses

We offer a challenging yet relaxed environment. We are looking for a highly motivated professional who is interested in growing with us. We will consider a flexible schedule for a professional with a young family. Depending upon qualifications and situation, this could be structured as either a full-time job year-round, or as full-time in tax season and part-time outside of tax season.

This position is a rare "quality of life" opportunity for the right person. 

 

Principals only.

No phone calls, please.

 

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