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Tax Associate

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Daley and Associates

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Location:
United States , Beverly

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Category:
Finance

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Contract Type:
Not provided

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Salary:

80000.00 - 100000.00 USD / Year
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Job Description:

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.

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

Requirements:

  • Bachelor's Degree in Accounting
  • 1-2 years of experience with individual, trust, and partnership income tax returns

Nice to have:

  • 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
What we offer:
  • bonus
  • strong benefits

Additional Information:

Job Posted:
May 05, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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