Tax Accountant - Wealth Management - North Shore/ HYBRID

Due to continued growth, a Tax Accountant opportunity has arisen in a prestigious Wealth Management firm in Beverly, MA. The tax department is focused on Individual, Fiduciary and Partnership Taxation. As part of this team you will service our high net worth family office clients in multiple areas of their tax compliance. Reporting directly into the Director of Tax, the role's main duties and responsibilities include the following:

• Support in preparation of tax returns for Individuals (1040), Trusts (1041), Gifts (709), and partnerships (1065)
• Assist with tax planning for preparation of quarterly estimated tax payments
• Assist with tax audits, notices, and tax research projects
• Take ownership of tasks and be able to work with others to prioritize work assignments
• Handle multiple engagements at one time and meet deadlines
• Produce deliverables that are clear, concise, thorough and of professional quality
• Dedicated to meeting and exceeding the expectations and requirements of all clients
• Handle routine client tax questions, research tax issues, and work with clients to collect necessary information for tax return completion and compliance
• Assist in the review of client transactions for purposes of preparing various 1099 forms
• Other tax duties and responsibilities as needed.

This is a HYBRID role with 3 days REMOTE per week.

This is a role that is designed for someone who is looking to secure their next role in a stable, high performing and collaborative family office environment where discretion, intellectual curiosity and having the ability to roll up one's sleeves and get involved at all levels, is highly valued.

This recruitment assignment is retained by Michael Page Boston. Submit your resume today and Tom Smith will review within 48 hours of submittal.