General information

Name
Tax - Senior
Posting Title
Tax Senior
Ref #
2234041
Date Published
Wednesday, November 6, 2024
City
Chestnut Hill
State
Massachusetts
Country
United States
Job Category
Tax
Office
Boston MA (MUSA)
Advertised Location
US-MA-Boston
Working time
Full Time

Description & Requirements

Duties: Prepare and review high and ultra-high net worth individual (1040) income tax returns, gift tax returns (709), trusts/estates (1041), private foundations (990-PF) or entity returns (1065/1120S). Collaborate on engagement assignments with tax staff to achieve goals, maintain productivity, and maximize utilization and realization. Review the work product of less experienced tax staff on assigned engagements and routinely follow up on open assignments. Keep supervisor informed of the progress of engagement and address any material issues that may arise. Conduct tax research using RIA Checkpoint, BNA Bloomberg, and other applicable platforms. Communicate on behalf of clients with the IRS, state and local authorities.

Requirements: Requires Bachelor’s degree in Accounting or related field of study, and 2 years of tax experience in any job title/occupation/position working in a CPA firm, a professional services firm, a tax consulting practice or a large corporate tax department. Experience specified must include 2 years of experience with each of the following: preparing tax returns for individuals or business entities; and CCH Axcess or other tax preparation and research software programs. Experience specified must include 1 year of experience with preparing tax projections. Telecommuting permitted. Must live within normal commuting distance of Forvis Mazars, LLP’s office in Chestnut Hill, MA.

Employer: Forvis Mazars, LLP

Work Location: 1330 Boylston, St, #300, Chestnut Hill, MA 02467

Salary: $87,300 to $97,300/year