Experienced Tax Staff, Wealth

Are you a tax professional who enjoys solving complex tax matters, building trusted client relationships, and continuously learning? Join AAFCPAs' Wealth Management team, where you'll work alongside experienced tax specialists and financial advisors to deliver integrated tax planning and compliance services for high-net-worth individuals and families. This hybrid role offers exposure to sophisticated tax matters, including individual, trust, estate, and gift taxation, while providing opportunities to develop expertise in wealth transfer strategies, tax planning, and consulting.

Responsibilities

• Prepare and review complex individual, fiduciary (trust and estate), gift, and estate tax returns for high-net-worth clients.
• Partner with Wealth Management advisors to deliver coordinated tax and financial planning solutions that align with clients' long-term goals.
• Research and analyze federal, state, and local tax laws to provide practical guidance and planning recommendations.
• Assist with proactive tax planning strategies involving income tax, estate planning, trusts, charitable giving, and wealth transfer.
• Monitor changes in tax legislation and evaluate the impact on clients, providing timely recommendations and planning opportunities.
• Develop a thorough understanding of each client's financial situation, business interests, and family objectives to deliver personalized advice.
• Participate in tax consulting projects, including technical research, tax projections, and strategic planning initiatives.
• Complete client engagements accurately and efficiently while meeting deadlines and maintaining high-quality standards.
• Leverage technology and firm automation tools, including tax software, electronic workflows, and Microsoft Office applications, to improve efficiency and client service.
• Collaborate with colleagues across Tax, Wealth Management, and Advisory practices to provide an exceptional client experience.
• Pursue ongoing professional development while building technical expertise and progressing toward becoming a trusted advisor to high-net-worth clients.

Requirements

• Bachelor's degree in Accounting, Taxation, Finance, or a related field.
• CPA license or progress toward CPA certification preferred.
• Master's degree in Taxation (MST), Master of Accounting (MSA), JD, or LLM in Taxation is a plus.
• Experience preparing individual, trust, estate, or gift tax returns preferred.
• Strong analytical, research, and problem-solving skills with attention to detail.
• Excellent written and verbal communication skills with the ability to explain complex tax concepts clearly.
• Strong organizational, project management, and time management skills.
• Proficiency with Microsoft Office, particularly Excel and Word, and experience with tax preparation software.
• Collaborative mindset with a passion for building lasting client relationships.
• Intellectual curiosity and a desire to continuously learn and grow within the high-net-worth and wealth management space.
• Flexibility with your work schedule is expected, with a commitment to working in the office approximately 2–3 days per week during our busy season to support collaboration and team needs.

Benefits

• Competitive Salary and Bonus Plan
• Flexible, Work from Anywhere Policy (Westborough or hybrid)
• Comprehensive Benefits Package (subsidized medical and dental, 401(k), life insurance and disability coverage)
• Generous and flexible PTO
• On-staff Leadership and Professional Development Coaching and Training
• Abundant Learning and Development (CPE) Catalog and Resources
• Firm-sponsored Memberships (AICPA and State CPA Society)
• Zip2CPA and Tailored MBA Programs
• Peer-driven and Partner-nominated Awards
• Team Member Referral Incentives

Pay

A reasonable estimate of the current salary range for this role is $80,000 - $90,000 per year, not inclusive of bonus potential.

At AAFCPAs, you'll work with a highly engaged team dedicated to helping successful individuals and families navigate complex tax matters with confidence. You'll gain exposure to sophisticated planning opportunities, collaborate directly with Wealth Management professionals, and enjoy a culture that invests in your technical development, career growth, and long-term success.