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Tax Associate

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Daley and Associates

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Location:
United States , Salem

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Category:
IT - Software Development

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Contract Type:
Not provided

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Salary:

75000.00 - 100000.00 USD / Year
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Job Description:

Are you just recovering from being overworked in your first or second busy season as a Tax Associate in a Public Accounting Firm? This job is for you! Our client, a Prestigious Family Office located North of Boston, seeks a Tax Associate to join their team. If you fit the job requirements below and are looking to leave crazy busy season hours of Public Accounting behind, I urge you to submit your resume. The tax department provides tax planning and return preparation for high-net-worth individuals, trusts, and partnerships. As part of this team, you will service our family office clients in multiple areas of their tax compliance.

Job Responsibility:

  • 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
  • Other tax duties and responsibilities as needed

Requirements:

  • 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
  • Candidates should be prepared to meet challenging client requirements and provide value-added services
  • Possess strong communication (both oral and written), interpersonal, and analytical skills
  • Strong technical skills in accounting, tax preparation and research experience a plus
  • Ability to handle multiple tasks simultaneously while keeping clients and members of the team informed
  • Must be comfortable working collaboratively in a small corporate office with strong organization skills and careful attention to detail
  • Experienced with Microsoft Excel and Adobe

Nice to have:

  • Experience with CCH Axcess or ProSystem Fx
  • Financial Services or Family Office experience
  • CPA and/or MS in Taxation
  • Strong technical skills in accounting, tax preparation and research

Additional Information:

Job Posted:
May 05, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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