Senior Tax Accountant

For nearly five decades, Grimes S&C Tax Advisors, formerly Stevens & Ciccone Associates, P.C., has served as a trusted advisor to individuals and businesses throughout the greater Boston area. Based in Needham, MA, we are a boutique accounting and tax firm specializing in personalized tax planning, accounting, and advisory services, with a strong focus on building long-term client relationships.

Now part of Grimes & Company Wealth Management, S&C combines the personalized service and deep tax expertise of an established local firm with the broader resources and capabilities of a comprehensive wealth management organization.

At Grimes S&C Tax Advisors, we are committed to delivering thoughtful, high-quality advice while preserving the trusted relationships, responsiveness, and individualized service that have defined our client experience.

Grimes S&C Tax Advisors is seeking an experienced Senior Tax Accountant to join our team. This individual will be a hands-on tax professional responsible for preparing more complex returns, working independently on assigned client matters, and providing strong day-to-day client service.

The Senior Tax Accountant will work with greater independence than the Tax Accountant level, communicate directly with clients, research tax issues, and may review straightforward work prepared by developing team members. Final review and sign-off will remain with appropriately authorized senior professionals.

As a member of a small, collaborative tax practice, this role remains actively involved in tax preparation and is expected to step in where needed to support clients and the broader team.

• Prepare complex federal and state income tax returns for individuals, businesses, trusts, and other entities, as applicable.
• Prepare and organize work papers, schedules, and supporting documentation and resolve routine discrepancies or missing information.
• Research federal, state, and local tax issues and apply findings to client-specific situations, escalating complex matters as appropriate.
• Serve as a day-to-day contact for assigned clients, gathering information, answering routine tax questions, and supporting a responsive client experience.
• Assist with tax planning, estimates, extensions, notices, audits, and correspondence with taxing authorities.
• Review straightforward returns and work papers prepared by Tax Accountants when assigned and provide constructive feedback.
• Manage assigned deadlines and deliverables and communicate status or potential issues proactively to managers and senior team members.
• Collaborate with colleagues across Grimes S&C Tax Advisors and Grimes & Company Wealth Management when client needs span multiple disciplines.
• Use tax technology and workflow tools effectively, maintain accurate client records, protect confidential information, and perform additional tax and client-service responsibilities as needed.

• Bachelor's degree in Accounting, Finance, or a related field required
  .
• Generally 3-8 years of progressive tax preparation and compliance experience.
• Demonstrated experience preparing increasingly complex individual and business tax returns.
• Working knowledge of federal and state tax laws and regulations.
• Experience communicating directly with clients and managing multiple deadlines.
• Strong analytical, research, organizational, and problem-solving skills with exceptional attention to detail.
• Strong written and verbal communication skills and a client-focused approach.
• CPA, EA, or progress toward a relevant professional credential preferred but not required.
• Experience with CCH Axcess and Quick Books preferred; strong proficiency with Microsoft Office, particularly Excel.

• 401(k) retirement plan with 6% match
• Medical, dental, and vision insurance
• Flexible spending accounts
• Life and disability insurance
• Paid time off
• Parental leave
• Summer Fridays Off

• Growth Opportunities: We invest in the professional development of our team members, offering training and career advancement pathways.
• Collaborative Culture: Work in a supportive and innovative environment where your contributions are valued and recognized.
• Competitive Compensation: Enjoy a comprehensive compensation package that rewards your expertise and dedication.

$85,000 - $120,000