Senior Tax Associate – Family Office – Beverley, MA

We are currently seeking candidates for a Senior Tax Associate opportunity with a private family trust company providing comprehensive family wealth management services for individuals, business owners, executives, and wealthy families. The Senior Tax Associate will have a minimum of 2 years experience within public accounting and/or a family office environment. 

Primary Responsibilities:

  • Prepare individual, trust, gift, partnership tax returns

  • Assist with tax planning for 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

  • Assist in the review of client transactions for purposes of preparing various 1099 forms



  • Bachelor’s Degree in Accounting

  • Minimum 2 years of experience with federal, state individual and trust income tax

  • 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


For immediate consideration, interested and qualified candidates should send their resumes to Vincenzo at


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