Senior Tax Associate (High Net Worth) - 25865 @ Daley And Associates, LLC. | Jobright.ai
JOBSarrow
RecommendedLiked
0
Applied
0
External
0
Senior Tax Associate (High Net Worth) - 25865 jobs in Boston, MA
Be an early applicantLess than 25 applicants
company-logo

Daley And Associates, LLC. · 7 hours ago

Senior Tax Associate (High Net Worth) - 25865

ftfMaximize your interview chances
BankingConsulting
check
Growth Opportunities

Insider Connection @Daley And Associates, LLC.

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Lead in the preparation of individual and business tax returns.
Lead in the preparation of individual and business tax needs, such as estimated payments, extensions, select form preparation and other items.
Ensure compliance with tax laws and regulations.
Research tax issues and stay updated on tax law changes.
Provide verbal and written explanations and summaries of tax issues to colleagues and clients
Lead with process evaluation and design.
Lead with technology evaluation and selection.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Tax AccountingHigh Net Worth ClientsAccounting SoftwareMicrosoft ExcelCPA CertificationEA CertificationAccounting Experience

Required

Bachelor’s degree in Accounting, Finance, or a related field.
4+ years of accounting experience, preferably in tax or financial accounting services.
Experience in tax accounting for High Net Worth Clients
Proficiency in accounting software and (e.g., QuickBooks) and Microsoft Excel.
CPA, EA or other professional certification

Company

Daley And Associates, LLC.

twittertwittertwitter
company-logo
Daley and Associates is a boutique executive search and contract staffing firm specializing in the placement of Accounting, Finance, Information Technology, Legal, Administrative and Life Sciences professionals.

Funding

Current Stage
Early Stage

Leadership Team

leader-logo
Christyn Thatcher
CFO/COO
linkedin
leader-logo
Hank Phillips
Principal & COO
linkedin
Company data provided by crunchbase
logo

Orion

Your AI Copilot