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PKF O'Connor Davies
Boston, MA, United States
Overview: We are currently seeking a Senior Tax Associate to join our Private Client Group which provides Estate Planning Services and Tax Compliance Services. Essential Duties: Prepare individual, trust, estate, gift and foundation tax returns Prepare estate and trust fiduciary accountings Provide high level personal financial and estate complian
Job Source: PKF O'Connor DaviesBDO International
Boston
Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Serv
Job Source: BDO InternationalHUB International
Norwell, MA, United States
About HUB Join our Stevie Award Winning Team at HUB International! When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming
Job Source: HUB InternationalHUB International
Wilmington, MA, United States
Account Executive - Private Client Group page is loaded Account Executive - Private Client Group Solicitar locations Wilmington, MA time type Full time posted on Publicado hace 2 días job requisition id R0023666 About HUB Join our Stevie Award Winning Team at HUB International! When you join the team at HUB In
Job Source: HUB InternationalEisnerAmper
Boston, MA, United States
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to
Job Source: EisnerAmperPKF O'Connor Davies
Boston, MA, United States
Overview: We are currently seeking a Tax Associate in our Private Client Group in our Boston or Woburn office. To qualify for this position, you should: Essential Duties: Become familiar with the firm's policies and procedures Understand the rules, regulations and code of conduct of the AICPA Be adept at utilizing various tax software as well as A
Job Source: PKF O'Connor DaviesKPMG
Boston
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative t
Job Source: KPMGEisnerAmper
Burlington, MA, United States
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to
Job Source: EisnerAmperBoston, MA, United States
Overview:
We are currently seeking a Tax Manager in either our Woburn or Boston Offices to join our Private Client Group which provides Estate Planning Services and Tax Compliance Services.
Essential Duties:
Provide high level individual, trust, estate, gift and foundation tax compliance services as well as estate planning advisory services
Review individual, trust, estate, gift and foundation returns
Review estate and trust fiduciary accountings
Handle Federal and State tax notices and audits
Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
Manage all aspects of client accounts and foster client relationships
Review and analyze estate planning related legal documents
Business development including networking, public speaking and authoring Trust and Estate related articles
Manage other members of the group including monitoring their workload and training and assisting them
Stay current on new tax legislation
Qualifications:
BA/BS degree in Accounting from an accredited college/university required; Masters in Taxation preferred
Active CPA or EA licensed required
6+ years progressive experience in public accounting required
Extensive experience in Tax Advisory and Estate/Trust planning and compliance
Ability to establish and maintain good client relationships
Excellent verbal and written communication skills
Proficiency in Microsoft Office applications required
Experience with reviewing fiduciary, gift and estate tax returns
Preferred experience with Axcess Tax, CCH ProSystem fx Engagement and BNA
Experience with research software and memo writing required
Must be able to work additional hours as needed to meet client deliverables
PKFODA is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.
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Email Alert for Tax Manager Private Client Group jobs in Boston, MA, United States
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