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KBW Financial Staffing & Recruiting · 2 weeks ago

Experienced Tax Preparer

Hamilton, MA

Part-time

Hybrid

Mid, Senior Level

KBW Financial Staffing & Recruiting is working with a CPA firm north of Boston that is looking to add an Experienced Tax Preparer to their growing team. This role offers flexibility in terms of hybrid or remote work, and involves preparing and reviewing tax returns for various entities while delivering tax planning strategies for high-net-worth clients.

CrowdfundingFinancial ServicesHuman Resources

Growth Opportunities

Responsibilities

Prepare and review individual, partnership, S-Corp, and C-Corp returns

Deliver tax planning strategies for high-net-worth clients

Research tax issues and present practical recommendations

Prepare supporting work papers and reports

Train and supervise junior staff (depending on level/interest)

Qualification

Tax preparationTax planningResearch tax issuesSupervising junior staffCollaboration

Required

Prepare and review individual, partnership, S-Corp, and C-Corp returns

Deliver tax planning strategies for high-net-worth clients

Research tax issues and present practical recommendations

Prepare supporting work papers and reports

Train and supervise junior staff (depending on level/interest)

A solid tax foundation—whether from a small CPA firm, tax-focused role, or larger firm background

Someone who values a collaborative, easy-going culture

Preferred

Open to candidates who've stepped away from the workforce and want to re-engage, as well as seasoned tax professionals looking for a more flexible setup

Benefits

4% 401k match

Health insurance (single plan covered, family plan option with cost share)

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.

Founded in 2005