What are the responsibilities and job description for the Tax Associate | Beverly MA | Wealth Manager | HNW Tax position at Daley And Associates, LLC?
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