Accountant

Job Overview

We are a Tax & Financial Firm specializing in Income Tax, Trusts & Estates, and Financial Planning seeking an experienced accountant for its Wellesley MA office.

Responsibilities

• Prepare individual income tax returns, fiduciary income tax returns, gift and estate tax returns for clients including entrepreneurs, corporate leaders, professional investors, and high net worth families.
• Work directly alongside firm's partners on complex tax planning and return preparation projects.
• Broaden expertise into family office practice.
• Potential for growth into more senior level positions.

Requirements

• Minimum 2 years' tax experience in a High Net Worth or Private Client (PCS) group.
• CPA or JD/LLM preferred.

Benefits

• Health insurance
• Profit sharing
• Retailment plan