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- Tasks: Prepare and review tax returns, handle tax planning, and build client relationships.
- Company: Join a growing tax consulting firm in Wellesley, MA, focused on high-net-worth clients.
- Benefits: Enjoy hybrid work options, medical and vision insurance, and a supportive team culture.
- Why this job: Make a real impact in a tight-knit team with clear growth opportunities.
- Qualifications: 2-5 years of tax experience, strong knowledge of tax laws, and a degree in Accounting.
- Other info: Ideal for those from regional firms seeking a valued role in a collaborative environment.
The predicted salary is between 68000 - 92000 £ per year.
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Direct message the job poster from firstPRO, Inc
A growing 12-person tax consulting firm in Wellesley, MA that specializes in serving high-net-worth individuals, closely held partnerships, S-Corps, and nonprofits across industries including real estate, hedge funds, and media.
The firm has an excellent culture, is growing steadily, and is adding a newly created Tax Associate role to the team.
Location:
- Office: Wellesley, MA
- Hybrid: 2 days/week in-office is ideal, but flexible for the right candidate
- Remote option: Open to mostly remote candidates living in the New England area, who can come onsite once a month
Why This Firm?
- Strong culture with a tight-knit, experienced team
- Focused on high-value, meaningful client work
- A great fit for someone from a smaller or mid-sized public accounting firm (think: Grey, Grey & Grey, MFA, etc.) looking to make more of an impact
- Clear growth path in a supportive environment
What You’ll Do:
• Prepare and review individual, partnership, fiduciary, and corporate tax returns
• Handle tax planning and advisory for HNW individuals and closely held businesses
• Research tax issues and clearly communicate conclusions
• Support and review work from junior team members
• Build trusted client relationships and deliver strategic advice
• Collaborate with partners and contribute to a positive team culture
Must Haves:
• 2–5 years of tax experience (HNW individuals, partnerships, or S-Corps)
• Strong knowledge of federal and state tax laws
• Bachelor’s degree in Accounting (CPA preferred)
• Proficiency in Microsoft Office, QuickBooks, and ideally CCH ProSystem fx
• Excellent communication, attention to detail, and organizational skills
• A collaborative, proactive approach to client service
Ideal Fit:
You come from a regional firm and want to join a team where your work is valued, your voice is heard, and your contributions make a real difference.
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
-
Job function
Accounting/Auditing
-
Industries
Financial Services and Accounting
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Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
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Tax Associate employer: firstPRO, Inc
Contact Detail:
firstPRO, Inc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Associate
✨Tip Number 1
Network with professionals in the tax consulting field, especially those who have experience in smaller firms. Attend local accounting events or webinars to connect with potential colleagues and learn more about the culture at firstPRO, Inc.
✨Tip Number 2
Familiarise yourself with the specific tax issues faced by high-net-worth individuals and closely held businesses. This knowledge will not only help you stand out but also demonstrate your commitment to understanding the firm's client base.
✨Tip Number 3
Prepare to discuss your previous experiences in tax preparation and advisory during the interview. Highlight any instances where you've built strong client relationships or contributed to a positive team culture, as these are key aspects of the role.
✨Tip Number 4
Research firstPRO, Inc. thoroughly to understand their values and the type of work they do. Tailor your conversations to reflect how your skills and experiences align with their mission and the growth path they offer.
We think you need these skills to ace Tax Associate
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Tax Associate. Familiarise yourself with the specific tasks mentioned in the job description, such as preparing tax returns and handling tax planning for high-net-worth individuals.
Tailor Your CV: Customise your CV to highlight relevant experience in tax, especially if you've worked with HNW individuals or partnerships. Emphasise your knowledge of federal and state tax laws, and any specific software proficiency like QuickBooks or CCH ProSystem fx.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for tax consulting and your desire to work in a collaborative environment. Mention how your background aligns with the firm's culture and values, and express your enthusiasm for contributing to their team.
Showcase Communication Skills: Since excellent communication is a must-have for this role, ensure your application materials are clear and well-organised. Use concise language and structure your documents logically to demonstrate your attention to detail and organisational skills.
How to prepare for a job interview at firstPRO, Inc
✨Know Your Tax Laws
Brush up on federal and state tax laws, especially those relevant to high-net-worth individuals and closely held businesses. Being able to discuss specific regulations or recent changes will show your expertise and preparedness.
✨Demonstrate Your Collaborative Spirit
This firm values a collaborative approach, so be ready to share examples of how you've worked effectively in teams. Highlight any experiences where you supported junior team members or contributed to a positive team culture.
✨Prepare for Technical Questions
Expect technical questions related to tax preparation and advisory. Be prepared to discuss your experience with tax returns, planning strategies, and any software tools like QuickBooks or CCH ProSystem fx that you've used.
✨Showcase Your Client Relationship Skills
Since building trusted client relationships is key, prepare to discuss how you've successfully managed client interactions in the past. Share specific examples of how you've delivered strategic advice and added value to clients.
