Tax Accountant
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-03-04
Listing for:
CFS
Full Time
position Listed on 2026-03-04
Job specializations:
-
Finance & Banking
Tax Accountant, Accounting & Finance, Financial Reporting, Tax Manager -
Accounting
Tax Accountant, Accounting & Finance, Financial Reporting, Tax Manager
Job Description & How to Apply Below
CFS has partnered with a Boston‑based wealth advisory firm in seeking a Tax Accountant to join their team.
About the Firm- Serves high‑net‑worth individuals, families, and private entities
- Manages over $18B in client assets
- Collaborative culture with a hybrid schedule (2–3 days in office)
- Prepare individual, trust, and partnership tax returns
- Assist with tax planning, projections, and estimated payments
- Review and organize client tax documents
- Maintain work papers, reconciliations, and supporting schedules
- Communicate with clients and internal teams
- Support special projects during tax season
- 3–4+ years of tax preparation experience (public accounting or wealth management preferred)
- Experience with high‑net‑worth clients and complex income
- Strong knowledge of trust & fiduciary taxation (Form 1041)
- Solid understanding of federal/state tax rules
- Proficiency with Excel; tax software experience a plus
- Detail‑oriented with strong communication skills
$85,000–$100,000
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