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Wealth Tax Associate — Client-Focused Planning

Remote / Online - Candidates ideally in
Beverly, Essex County, Massachusetts, 01915, USA
Listing for: Daley And Associates, LLC
Full Time, Remote/Work from Home position
Listed on 2026-05-16
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Tax Associate — Hybrid Role with Client-Focused Planning
Daley And Associates, LLC is seeking a Tax Associate to join their wealth management team in Beverly, MA. This full-time hybrid position (3 days in office, 2 days remote) involves preparing various tax returns including individual, trust, and partnership filings, assisting with tax planning, and handling client inquiries. Candidates should possess a Bachelor’s Degree in Accounting and have 1-2 years of relevant experience.

Competitive compensation between $80K–$100K plus bonuses and benefits are offered.
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Position Requirements
10+ Years work experience
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