Tax Senior | Hybrid

Experience: 3–5 years of public accounting

A well-established and growing public accounting firm north of Boston is looking to add a Tax Senior to its team.

This is an opportunity for a tax professional who wants more than simply processing returns. The role offers exposure to a diverse client base, including high-net-worth individuals and closely held businesses
, with the opportunity to become involved in tax planning, advisory work and direct client relationships.

The firm is looking for someone who can bring strong technical tax experience while becoming a trusted resource to clients and taking increasing ownership of engagements.

• Prepare and review individual, corporate, partnership and trust tax returns
• Work directly with high-net-worth individual clients and their related business interests
• Assist with federal and state tax planning for HNW individuals and closely held businesses
• Research and resolve technical tax matters and government notices
• Participate in special projects and client advisory work
• Communicate directly with clients and help manage ongoing client relationships
• Assist with bookkeeping and related accounting needs where required
• Work alongside senior team members while taking increasing ownership of engagements

• 3–5 years of public accounting tax experience
• Meaningful experience preparing individual tax returns, ideally for HNW clients
• Bachelor's degree in Accounting or a related field
• CPA candidate preferred; advanced accounting/tax education is a plus
• Experience with a range of individual and business tax returns
• Strong understanding of federal and state tax compliance and planning
• Ability to manage multiple client engagements and deadlines
• Strong written and verbal communication skills
• Detail-oriented, organized and comfortable working directly with clients
• Experience with Quick Books, tax preparation software, Excel and Microsoft Office

• Hybrid flexibility in the Wakefield area
• Direct exposure to HNW individuals and business owners
• Opportunity to develop further into tax planning and advisory
• Meaningful client interaction rather than being purely production-focused
• Strong benefits package including 401(k) with employer matching
• Medical, dental, vision and life insurance
• Disability coverage
• Paid time off
• Supportive, team-oriented culture
• Opportunities for professional development and long-term progression

This could be particularly attractive to a Tax Senior with HNW individual experience who wants to move beyond compliance, build stronger client relationships and develop deeper advisory and planning skills.

The ideal candidate will enjoy working with successful individuals and business owners, understand the additional complexity that comes with HNW taxation, and want a role where they can continue developing toward greater responsibility.

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