Senior Tax

Description We are looking for a highly skilled Senior Tax specialist to join a boutique wealth management firm located in Beverly, Massachusetts. This position requires expertise in tax compliance and planning for high-net-worth individuals and trusts, and offers the opportunity to work closely with clients and internal teams to deliver exceptional financial solutions. This is a fully on-site role that demands a strong background in tax preparation and fiduciary returns.

Responsibilities:

- Prepare and review federal and state tax returns for individuals and trusts with precision and efficiency.

- Oversee the collection and organization of client data, ensuring the accuracy of work papers and filings during tax season.

- Develop comprehensive tax projections and schedules for estimated payments.

- Provide proactive tax planning services, address client tax notices, and handle extended returns.

- Collaborate with internal teams and maintain direct communication with clients to ensure seamless service delivery.

- Utilize tax software to streamline processes and ensure compliance with regulatory standards.

- Stay informed on changes in tax laws to provide clients with the most current advice.

- Manage fiduciary income tax returns for trusts and estates with thorough attention to detail.

- Conduct reviews of sales and use tax filings to ensure accuracy and compliance. Requirements - Minimum of 10 years of experience in tax preparation, including individual and fiduciary returns.

- CPA or EA certification is preferred.

- Proficiency in tax software, such as those designed for fiduciary and individual tax preparation.

- Strong organizational skills to manage multiple client accounts and deadlines effectively.

- Excellent communication skills to interact with clients and coordinate with internal teams.

- Comprehensive knowledge of fiduciary income tax for trusts and estates.

- Familiarity with sales and use tax regulations and filings.

- Ability to work independently while contributing to a collaborative team environment.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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