Senior Income Tax Accountant (Hybrid in Boston)

Senior Income Tax Accountant (Hybrid in Boston)

A leading Boston-based wealth and investment advisory firm is seeking a Senior Income Tax Accountant (8+ years) to join its Family Office Tax Services team. These are client‑facing roles supporting HNW and UHNW individuals and families with complex tax and estate planning needs.

This is a rare opportunity to join a growing firm with the resources of a large organization but the feel of a boutique, where you’ll work closely with advisors, attorneys, and clients in a collaborative environment.

The role offers competitive compensation (up to $180K base + 15–20% bonus), hybrid flexibility (2–3 days / week in the Prudential Center office), and no billable hour requirements.

Key Responsibilities

• Prepare and review complex high‑net‑worth individual, fiduciary, and trust tax returns.
• Ensure trust tax compliance (experience with OneSource strongly preferred).
• Engage directly with clients and advisors to develop strategic tax and estate planning solutions.
• Collaborate with the internal Family Office team on planning, compliance, and legacy strategies.
• Mentor and oversee junior professionals (senior role).
• Assist with audits, projections, and special projects to enhance client service delivery.

Ideal Candidate Profile

If you are an experienced tax professional seeking challenging client work, direct client interaction, and an improved work‑life balance, we’d like to connect.

To apply, please send your resume to Kyle Archer at karcher@daleyaa.com .

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Business Development

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