Tax Associate | Beverly MA | Wealth Manager | HNW Tax

Tax Associate | Beverly MA | Wealth Management

Our team is working with a leading wealth advisor looking to hire a Tax Associate for their growing team. This role focuses on preparing a variety of tax returns, including individual, trust, gift, and partnership filings, while supporting tax planning efforts such as quarterly estimated payments. Responsibilities include assisting with audits, responding to notices, conducting tax research, and addressing client inquiries by gathering required information and providing clear guidance.
 

This role is a full-time hybrid position that is 3 days in the office & 2 from home that will offer between 80K-100K base, bonus, & strong benefits. If you are interested in this opportunity, please reach out to Vincenzo Kulturides directly at vkulturides@daleyaa.com
 

Responsibilities:

• Prepare individual, trust, gift, and partnership tax returns

• Assist with tax planning for the 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

• Stay current on new tax legislation

Qualifications:

• Bachelor’s Degree in Accounting

• 1-2 years of experience with individual, trust, and partnership income tax returns

• Experience with CCH Axcess or ProSystem Fx is preferred

• Financial Services or Family Office experience is a plus

• CPA and/or MS in Taxation is a plus

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