What are the responsibilities and job description for the Senior Tax Accountant position at Insite Group?
Senior Tax Accountant (HNW / Trusts & Estates) – Boston | Up to $140K
Considering a move out of a traditional CPA firm?
Looking for more collaborative, advisory-focused work?
Interested in working alongside legal professionals?
We’re working with a highly regarded professional services firm in Boston that is expanding its tax team.
They’re seeking a Senior Tax Accountant with strong experience in high-net-worth individuals, trusts, and estates to join a collaborative, cross-functional environment.
The Role
You’ll work on a portfolio of sophisticated clients, supporting both tax compliance and advisory work, while collaborating closely with other professionals on complex matters.
Key responsibilities include:
- Preparing tax returns for HNWIs, trusts & estates
- Supporting tax planning and advisory engagements
- Conducting tax research and staying up to date with legislation
- Working closely with internal stakeholders on client matters
- Managing multiple client engagements with a high level of accuracy
What They’re Looking For
- 4–7 years’ experience in a CPA firm or similar environment
- Strong experience with HNWIs, trusts & estates
- CPA preferred (not essential)
- Strong technical and client-facing skills
Why This Role?
- Salary up to $140K
- Diverse and inclusive environment
- Highly collaborative culture
- More advisory exposure vs pure compliance
- Clear progression opportunities
Who This Would Suit
This opportunity is ideal for someone currently in a CPA firm who:
- Wants exposure to more complex client work
- Is looking for a more collaborative, less siloed environment
- Is open to exploring a different professional setting
If you’re open to hearing more, feel free to apply or message directly for a confidential conversation.
Salary : $140,000