Tax Staff Accountant (Experienced), Wealth

AAF Wealth Management is a boutique Registered Investment Advisor (RIA) firm serving high net worth individuals and families. As an affiliate of AAFCPAs, Inc., we leverage shared knowledge with New England’s preeminent CPA and Consulting firm to provide insightful planning that considers the full range of tax implications to our clients’ financial lives.

AAF Wealth Management solutions are designed to bring peace of mind to those who appreciate strategic, comprehensive planning and investment strategies aligned with each client’s unique risk preference.

Position Summary

Are you a tax professional who enjoys solving complex tax matters, building trusted client relationships, and continuously learning? AAFCPAs is seeking an Experienced Tax Staff Accountant to join our Wealth Management team, where you'll work alongside experienced tax specialists and financial advisors to deliver integrated tax planning and compliance services for high-net-worth individuals and families.

This hybrid role offers exposure to sophisticated tax matters, including individual, trust, estate, and gift taxation, while providing opportunities to develop expertise in wealth transfer strategies, tax planning, and consulting. You'll collaborate with a multidisciplinary team that values innovation, professional development, and exceptional client service.

Whether you're looking to deepen your technical knowledge or grow into a trusted advisor, AAFCPAs provides the mentorship, resources, and career path to help you succeed.

Key Responsibilities

• Prepare and review complex individual, fiduciary (trust and estate), gift, and estate tax returns for high-net-worth clients.
• Partner with Wealth Management advisors to deliver coordinated tax and financial planning solutions that align with clients' long-term goals.
• Research and analyze federal, state, and local tax laws to provide practical guidance and planning recommendations.
• Assist with proactive tax planning strategies involving income tax, estate planning, trusts, charitable giving, and wealth transfer.
• Monitor changes in tax legislation and evaluate the impact on clients, providing timely recommendations and planning opportunities.
• Develop a thorough understanding of each client's financial situation, business interests, and family objectives to deliver personalized advice.
• Participate in tax consulting projects, including technical research, tax projections, and strategic planning initiatives.
• Complete client engagements accurately and efficiently while meeting deadlines and maintaining high-quality standards.
• Leverage technology and firm automation tools, including tax software, electronic workflows, and Microsoft Office applications, to improve efficiency and client service.
• Collaborate with colleagues across Tax, Wealth Management, and Advisory practices to provide an exceptional client experience.
• Pursue ongoing professional development while building technical expertise and progressing toward becoming a trusted advisor to high-net-worth clients.

Qualifications

• Bachelor's degree in Accounting, Taxation, Finance, or a related field.
• CPA license or progress toward CPA certification preferred.
• Master's degree in Taxation (MST), Master of Accounting (MSA), JD, or LLM in Taxation is a plus.
• Experience preparing individual, trust, estate, or gift tax returns preferred.
• Strong analytical, research, and problem-solving skills with attention to detail.
• Excellent written and verbal communication skills with the ability to explain complex tax concepts clearly.
• Strong organizational, project management, and time management skills.
• Proficiency with Microsoft Office, particularly Excel and Word, and experience with tax preparation software.
• A collaborative mindset with a passion for building lasting client relationships.
• Intellectual curiosity and a desire to continuously learn and grow within the high-net-worth and wealth management space.
• Flexibility with your work schedule is expected, with a commitment to working in the office approximately 2–3 days per week during our busy season to support collaboration and team needs.

Benefits

• Competitive Salary and Bonus Plan
• Flexible, Work from Anywhere Policy (Westborough or hybrid)
• Comprehensive Benefits Package (subsidized medical and dental, 401(k), life insurance and disability coverage)
• Generous and flexible PTO
• On-staff Leadership and Professional Development Coaching and Training
• Abundant Learning and Development (CPE) Catalog and Resources
• Firm-sponsored Memberships (AICPA and State CPA Society)
• Zip2CPA and Tailored MBA Programs
• Peer-driven and Partner-nominated Awards
• Team Member Referral Incentives

The salary range for this position reflects a broad set of factors considered in compensation decisions, including—but not limited to—skills, experience, training, certifications, and overall business needs. The stated range has not been adjusted for geographic differentials that may apply based on the position’s location. At AAFCPAs, it is uncommon for an individual to be hired at or near the top of the range, as compensation decisions are based on each candidate’s specific background and circumstances. A reasonable estimate of the current salary range for this role is $80,000 -$90,000 per year not inclusive of bonus potential.

All your information will be kept confidential according to EEO guidelines.

AAFCPAs is an equal opportunity employer and is committed to providing a workplace free from harassment and discrimination. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities