Tax Accountant

A Boston based law firm, specializing in preservation and management of the personal; business; family; and financial assets of its clients, is seeking a talented individual to join the firm as a Tax Accountant. This position will report to the Director of Tax Services and will be responsible for the preparation of individual and fiduciary income tax returns as well as preparation of returns for estates, exempt organizations and partnerships. This position provides significant opportunity for professional and financial growth. If you are interested, please keep reading!


  • Prepare individual, trust and estate, fiduciary, partnership, corporate, sub-chapter, non-resident, private foundation and gift tax returns on the CCH Axcess Tax application. Maintain tracking records in CCH Workstream
  • Review trust tax returns and fiduciary accounting transactions on the OneSource Trust Tax application; Maintain tracking records in Onesource
  • Work closely with clients and H&B partners to develop relationships and ensure the clients’ needs are being met
  • Prepare and review quarterly estimates and tax projections as necessary
  • Research tax matters, update client tax files with relevant findings and keep up to date with changes in tax law
  • Work requires seasonal overtime


  • Bachelor’s degree in accounting or finance is preferred. Enrolled Agent credential or Certified Public Accountant license is required
  • Approximately 5+ years of progressively responsible tax related work experience in order to gain the expertise to prepare and sign tax returns for individuals and trusts
  • Demonstrates impeccable integrity in personal and financial matters
  • Knowledge of the CCH tax program is preferred; knowledge of OneSource Trust, Tax is a plus
  • Proficiency with Adobe Acrobat and MS Office, including Outlook, Word and Excel

This is a full-time position with a base salary of up to $150k depending on experience plus a bonus and a generous benefits package. If you are interested in learning more about this opportunity, please feel free to reach out to Caelan at


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