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A growing 12-person tax consulting firm in Wellesley, MA that specializes in serving high-net-worth individuals, closely held partnerships, S-Corps, and nonprofits across industries including real estate, hedge funds, and media.
The firm has an excellent culture, is growing steadily, and is adding a newly created Tax Associate role to the team.
Location:
* Office: Wellesley, MA
* Hybrid: 2 days/week in-office is ideal, but flexible for the right candidate
* Remote option: Open to mostly remote candidates living in the New England area, who can come onsite once a month
Why This Firm?
* Strong culture with a tight-knit, experienced team
* Focused on high-value, meaningful client work
* A great fit for someone from a smaller or mid-sized public accounting firm (think: Grey, Grey & Grey, MFA, etc.) looking to make more of an impact
* Clear growth path in a supportive environment
What You’ll Do:
• Prepare and review individual, partnership, fiduciary, and corporate tax returns
• Handle tax planning and advisory for HNW individuals and closely held businesses
• Research tax issues and clearly communicate conclusions
• Support and review work from junior team members
• Build trusted client relationships and deliver strategic advice
• Collaborate with partners and contribute to a positive team culture
Must Haves:
• 2–5 years of tax experience (HNW individuals, partnerships, or S-Corps)
• Strong knowledge of federal and state tax laws
• Bachelor’s degree in Accounting (CPA preferred)
• Proficiency in Microsoft Office, QuickBooks, and ideally CCH ProSystem fx
• Excellent communication, attention to detail, and organizational skills
• A collaborative, proactive approach to client service
Ideal Fit:
You come from a regional firm and want to join a team where your work is valued, your voice is heard, and your contributions make a real difference.
Seniority level
* Seniority level
Associate
Employment type
* Employment type
Full-time
Job function
* Job function
Accounting/Auditing
* Industries
Financial Services and Accounting
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Medical insurance
Vision insurance
401(k)
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