Accountant, Tax Accountant, Accounting & Finance

Job Overview

• We are Tax & Financial Firm that specializes in Income Tax, Trusts & Estates, and Financial Planning seeks an experienced accountant for its Wellesley MA office to join the firm's growing tax planning and return preparation business comprised of individual income tax returns, fiduciary income tax returns, gift and estate tax returns. The firm's clients include entrepreneurs, corporate leaders, professional investors, and high net worth families.
• The firm's partners started out at some of the largest accounting firms and investment banks in the country and the firm brings to bear a high level of sophistication and expertise across tax, estate and financial planning matters.
• The position offers the candidate the opportunity to work directly alongside the firm's partners with much less hierarchy and much better work/life balance than at a traditional public accounting firm.
• The position also offers the candidate the ability to broaden their expertise into our family office practice as well. Includes the potential for growth into more senior level positions.
• There is a set number of in-office and work from home days; however, the office is easily accessible by car and by public transportation.

• Minimum 2 years' tax experience in a High Net Worth or Private Client (PCS) group.
• CPA or JD/LLM strongly preferred

• Health insurance
• Profit sharing
• Retirement plan