KBW Financial Staffing & Recruiting · 2 weeks ago
Senior Tax Staff (Or Manager)
Hamilton, MA
Full-time
Hybrid
Mid, Senior Level
3+ years expKBW Financial Staffing & Recruiting is a collaborative CPA firm located north of Boston, seeking a Senior Tax Staff who enjoys variety in their work. The role involves preparing and reviewing tax returns, handling tax planning for high-net-worth clients, and training staff, all within a supportive and flexible environment.
CrowdfundingFinancial ServicesHuman Resources
Responsibilities
Prepare and review individual, partnership, S-Corp, and C-Corp tax returns
Handle tax planning for high-net-worth clients
Research and resolve tax issues
Prepare work papers and reports
Train and supervise staff, depending on level
Qualification
Required
A solid tax foundation (3–7+ years public accounting preferred, but flexible)
Strong generalist skills or openness to wearing multiple hats
A collaborative, positive mindset — someone who values both client service and team culture
Preferred
CPA preferred, but not required
Benefits
4% 401k match
Healthcare options (single plan covered)
Competitive PTO
Company
KBW Financial Staffing & Recruiting
KBW Financial Staffing & Recruiting is a staffing and recruiting company providing accounting and financial placement services. It is a sub-organization of BANKW Staffing.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jason Alexander
Chief Revenue Officer (CRO)
Matt Nagler
Managing Partner
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