Organization
RWA Wealth Partners offers a boutique experience like no other and is distinguished in many ways, especially by the integration and combination of advanced financial planning services and wealth management offerings that few can match. And as a fee-only fiduciary, the advice you get is always in your best interest.
As your wealth grows so does the complexity of managing it. Your advisor and team of professionals are in lock step with your goals and the future you seek. Our process is designed to help preserve and enhance the wealth and well-being of your family so you can forge ahead more confidently.
Role Overview
The primary responsibility for this position is the preparation and timely filing of federal and state individual and fiduciary income tax returns, charitable returns, and tax estimates of the highest complexity, including the gathering and analysis of all information needed to complete these returns and to determine the lowest lawful tax burden for the client.
The incumbent also prepares and timely files other related tax returns, tax estimates and tax information documents, and performs calculations of the highest complexity of various tax scenarios to assist and work with both clients and the lawyers with strategic tax planning.
Responsibilities
- Prepares and timely files federal and state individual and fiduciary income tax returns of the highest complexity as assigned by the Manager of Tax Services ("Manager"), including quarterly federal and state tax estimates as required.
- Prepares and timely files required tax returns and estimates or withholding as applicable for non-profit organizations, non-resident alien trust beneficiaries and other return preparation assignments as determined by the Manager.
- Prepares and timely files federal gift tax returns and performs gift tax planning projections as requested by the lawyers and as assigned by the Manager.
- Performs federal and state income tax projections and planning to assist the lawyers in strategic tax planning for clients as assigned by the Manager.
- Analyzes trusts and other documents to determine the tax return requirements for related accounts as assigned by the Manager.
- Reviews tax returns and other work product prepared by other tax accountants as assigned by the Manager and reports to the Manager regarding the accuracy of the work product reviewed.
- Prepares for review by the Manager or designee, amended returns, claims for refunds and applications for abatement as needed to determine the proper tax liability for accounts assigned to the incumbent. Reviews said documents when prepared by other income tax accountants, as assigned by the Manager.
- Conducts and participates in audits of a client's tax return(s) with federal and state tax authorities of any tax returns prepared by the incumbent, or an income tax accountant. Keeps Manager and all parties apprised of the process and consults with Manager and lawyers as appropriate.
- Serves as mentor to income tax accountants and provides consultative and interpretative support to other tax accountants within Tax Services on tax and technical support matters.
- Confers with and assists the Manager and Director in formulating and drafting appropriate policies and procedures.
- Executes other duties assigned by the Manager which are consistent with the objective of delivering timely and accurate tax administration services to our clients.
Education, Experience and Qualifications
- A bachelor's degree or equivalent in a business-related discipline is required, with a degree in accounting preferred. An advanced degree is taxation is preferred.
- Minimum of five (5) to seven (7) years of experience in preparation of sophisticated individual and fiduciary income tax returns is required, with at least five (5) years direct fiduciary tax experience in a law firm, accounting firm or bank trust department preferred.
- Working knowledge of tax preparation software systems is required.
- Familiarity with standard office practices and personal computer software, such as Word and Excel is required.
- Ability to interact effectively with all levels of personnel, including management staff and support staff.
- Ability to interact professionally and effectively with clients, both internal and external.
- Ability to be a proactive, self-starter, who understands the details within a much larger context.
- Must be flexible in order to respond quickly and positively to shifting demands and opportunities; ability to work under tight deadlines and handle multiple, detailed tasks.
- Able to work in a collaborative style and environment.
- Must be team-oriented and able to share information, goals, opportunities, successes and failures with the appropriate parties.
- Ability to plan, organize and carry out multiple related activities.
- Ability to work in a multi-office environment.
- Ability to influence at all levels of the organization.
- Ability to work effectively in a culturally and educationally diverse environment.
- Must pay attention to details and have the ability to follow up and follow through.
Compensation
The anticipated base salary range for this position is $130, $150, Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions.
RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers.
#LI-Hybrid
-
Senior Tax Accountant
2 weeks ago
Lee and Crowley Boston, United StatesLee & Crowley, LLC is hiring a Tax Senior for the firm's Boston office to start ASAP. We are a boutique full-service assurance, tax, and business advisory firm founded in 2017 and are expanding our team to deal with the rapid growth we have experienced over the past few years. Ou ...
-
Senior Tax Accountant
2 weeks ago
Adviser Investments Boston, United StatesOrganizationRWA Wealth Partners offers a boutique experience like no other and is distinguished in many ways, especially by the integration and combination of advanced financial planning services and wealth management offerings that few can match. And as a fee-only fiduciary, the ...
-
Senior Tax Accountant
2 weeks ago
Liberty Mutual Insurance Boston, United States Full timePay Philosophy · The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these ...
-
Associate Director, Tax Accounting
14 hours ago
KPMG-UnitedStates Boston, United StatesBusiness Title:Associate Director, Tax AccountingRequisition Number: Function:Business Support Services · Area of Interest:State:NJ · City:Montvale · Description: · Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organi ...
-
Accounting and tax
2 weeks ago
Jobot Boston, MA, United StatesTop-Ranked Accounting Firm in Boston hiring Tax Principal · This Jobot Job is hosted by: Scotty Ross · Top-Ranked Accounting Firm in Boston Hiring Tax Principal · Unlimited PTO + 11 holidays · Employee Assistance Program · Lucrative referral bonus program, and flexible work ar ...
-
Balance accountant with a focus on tax law
1 week ago
NovaWorks Winthrop, United StatesWhat can you expect? · You will process and create financial accounting in DATEV · You will continuously support a fixed client base in the area of financial accounting · You will participate in the preparation of monthly and annual financial statements as well as tax returns · Y ...
-
Tax Accountant
1 week ago
Kforce Inc. Waltham, United StatesRESPONSIBILITIES: · Kforce has a client that is seeking to hire an experienced Tax Accountant in Waltham, Massachusetts (MA). Summary:This client is a top local accounting firm with high-end clients; They are technologically oriented via paperless workstations. They promote a wor ...
-
Senior Tax Accountant
1 week ago
Creative Financial Staffing (CFS) Boston, United StatesJob Description · Job DescriptionSenior Tax Accountant · Location: Remote · Why take the Senior Tax Accountant position with the Company: · Our client, a strongly performing company, is seeking a Senior Tax Accountant. · The company has been in the Top 10 places to work in the Ta ...
-
Hybrid Senior/Supervisor Tax Accountant
2 weeks ago
MRINetwork Jobs Boston, United StatesJob Description · Job DescriptionAbout Our Company: · Management Recruiters International (MRI) is the world's largest executive search and recruitment organization with a global network of offices and recruiting professionals. Founded in 1966 and consisting of five offices acros ...
-
Tax Staff Accountant
2 weeks ago
Beth Israel Lahey Health Charlestown, United States**Job Type:** Regular · **Time Type:** Full time · **Work Shift:** Day (United States of America) · **FLSA Status:** Exempt · **When you join the growing BILH team, you're not just taking a job, youre making a difference in peoples lives.** · Under the direction of the Manag ...
-
Tax Staff Accountant
3 weeks ago
Beth Israel Lahey Health Charlestown, United States**When you join the growing BILH team, you're not just taking a job, youre making a difference in peoples lives.** · **Job Type:** · Regular · **Scheduled Hours:** · 40 · **Work Shift:** · Day (United States of America) · Under the direction of the Manager, Taxation, the T ...
-
Tax Staff Accountant
3 weeks ago
Beth Israel Lahey Health Charlestown, United States**Job Type:** Regular · **Time Type:** Full time · **Work Shift:** Day (United States of America) · **FLSA Status:** Exempt · **When you join the growing BILH team, you're not just taking a job, youre making a difference in peoples lives.** · **Job Type:** · Regular · **Sc ...
-
Tax Staff Accountant
3 weeks ago
Beth Israel Lahey Health Charlestown, United States**When you join the growing BILH team, you're not just taking a job, youre making a difference in peoples lives.** · **Job Type:** · Regular · **Scheduled Hours:** · 40 · **Work Shift:** · Day (United States of America) · Under the direction of the Manager, Taxation, the T ...
-
Tax and Accounting Referent
3 weeks ago
Skyline Solutions The Meadows, United StatesThe evm Group - consisting of around 1000 employees - is the largest municipal energy and service company in Rhineland-Palatinate. We provide our region with electricity and natural gas, drinking water, and innovative services that truly make a difference. Our focus is on environ ...
-
Tax Accountant
1 week ago
PSG Global Solutions Careers Brighton, United StatesApply now and our proprietary system will quickly have you in front of a live recruiter. · The Opportunity · Description · We're looking for a Tax Accountant, working in Real Estate industry in Brighton, Massachusetts, United States. · Calculate taxable income and tax basis f ...
-
Accountant/tax Preparer
1 week ago
LFS Tax Group, LLC Plymouth, United States**ACCOUNTANT/TAX PREPARER WANTED** · **Responsibilities**: · - Preparation of income tax returns for individuals, partnerships, LLCs, S-Corporations and C-Corporations, estates and trusts · - Record keeping and data entry of accounting records, financial statements, taxes, and ot ...
-
Manager, Tax Accounting
4 days ago
KPMG Boston, United States Paid WorkBusiness Title: Manager, Tax Accounting · Requisition Number: · Function: Business Support Services · Area of Interest: · State: MA · City: Boston · Description: · Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organi ...
-
Senior Tax Accountant
2 weeks ago
Goodwin Recruiting Cambridge, United StatesThe Senior Tax Accountant will be a critical part of the Tax Department, reporting to the Director of Tax. In this role, you will contribute to many aspects of both income and indirect tax. This includes assisting with tax depreciation, sales and inc Tax Accountant, Accountant, T ...
-
Acord (association For Cooperative Operations Research And Development) Boston, United StatesTAX ANALYST, Financial Affairs, Comptroller's Office, General Accounting · Tracking Code: · Job DescriptionThe Tax Analyst is a key member of General Accounting and Financial Reporting team here at Boston University. This position has the potential to work a hybrid schedule und ...
-
Senior tax accountant
2 weeks ago
Newburg & Company, LLP Waltham, United StatesSenior Tax Accountant-HybridNewburg CPAJob descriptionAre you searching for your next great professional accounting opportunity?Newburg CPA is a full-service CPA firm with nearly 40 years of industry experience. Our firm is currently seeking a Senior Tax Accountant who will work ...