Daley And Associates, LLC. ยท 1 day ago
Remote Tax Manager - 25708
Boston, MA
Full-time
Remote
Mid Level
$0/yr - $115K/yr
4+ years exp
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Responsibilities
Lead tax planning and preparation efforts for high-net-worth individuals and their associated entities, including fiduciary tax returns.
Perform initial reviews of individual and fiduciary tax returns to ensure accuracy and compliance.
Ensure timely and accurate compliance with federal and state filing requirements for clients.
Act as a key resource for the wealth management team, providing tax planning advice, research, and guidance on tax developments.
Support the Director of Tax Services in training and mentoring both permanent and seasonal tax staff.
Collaborate with the Director of Tax Services to communicate key tax updates to clients through various channels.
Qualification
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Required
CPA
4+ years of experience preparing individual and fiduciary tax returns, particularly for high-net-worth individuals and families in a public accounting firm
Preferred
Experience preparing partnership, private foundation, and gift tax returns
Company
Daley And Associates, LLC.
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.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christyn Thatcher
CFO/COO
Hank Phillips
Principal & COO
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