Senior Tax Accountant

Senior Tax Accountant (HNW / Trusts & Estates) – Boston | Up to $140K

Considering a move out of a traditional CPA firm?

Looking for more collaborative, advisory-focused work?

Interested in working alongside legal professionals?

We’re working with a highly regarded professional services firm in Boston that is expanding its tax team.

They’re seeking a Senior Tax Accountant with strong experience in high-net-worth individuals, trusts, and estates to join a collaborative, cross‑functional environment.

You’ll work on a portfolio of sophisticated clients, supporting both tax compliance and advisory work, while collaborating closely with other professionals on complex matters.

• Preparing tax returns for HNWIs, trusts & estates
• Supporting tax planning and advisory engagements
• Conducting tax research and staying up to date with legislation
• Working closely with internal stakeholders on client matters
• Managing multiple client engagements with a high level of accuracy

• 4–7 years’ experience in a CPA firm or similar environment
• Strong experience with HNWIs, trusts & estates
• CPA preferred (not essential)
• Strong technical and client‑facing skills

• Salary up to $140K
• Diverse and inclusive environment
• Highly collaborative culture
• More advisory exposure vs pure compliance
• Clear progression opportunities

This opportunity is ideal for someone currently in a CPA firm who:

• Wants exposure to more complex client work
• Is looking for a more collaborative, less siloed environment
• Is open to exploring a different professional setting

  If you’re open to hearing more, feel free to apply or message directly for a confidential conversation.