About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by Confidential Client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Overview

Confidential Client is seeking a Partner Tax Preparation Advisor Associate to support private tax work within its Tax Services practice in Boston, MA. In this role you will focus on partnership, trust, and personal income tax preparation and compliance for high-net-worth individuals and privately owned businesses. You will gather and validate client data, prepare return schedules and workpapers, and communicate clearly with team members and client contacts to help deliver accurate, timely filings.

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What You’ll Do

• Prepare partnership tax returns and related supporting schedules for private clients and privately owned businesses
• Gather, organize, and validate tax data from client records, prior returns, and internal sources
• Draft tax documents, calculations, and workpapers to support filing positions and compliance activities
• Reconcile account balances and review financial information to identify discrepancies and follow-up items
• Research tax rules, legislation updates, and filing requirements to support accurate preparation work
• Apply tax compliance and documentation standards across personal income tax, trust tax, and partnership tax matters
• Monitor deadlines and status updates to support timely completion of recurring tax preparation tasks
• Communicate findings, questions, and needed information to team members and client contacts in a clear and professional manner

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Minimum Qualifications

• Bachelor’s degree in Accounting or Finance
• At least 1 year of relevant tax or accounting experience
• Strong attention to detail and ability to manage deadlines
• Good written and verbal communication skills

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What Sets You Apart

• Direct experience with partnership tax preparation and supporting schedules
• Experience preparing returns and documentation for trusts and private clients
• Ability to gather information from varied sources and identify patterns or discrepancies
• Active listening, clear questioning, and concise communication skills
• Familiarity with professional tax standards and independence requirements
• Ability to adapt to client needs in a fast-paced environment

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Compensation & Benefits

• Salary range: $50,500 - $112,500. Actual compensation within the range will be dependent upon the individual’s skills, experience, qualifications and location, and applicable employment laws.
• All hired individuals are eligible for an annual discretionary bonus.
• Benefits include medical, dental, vision, 401(k), paid time off, holiday pay, and family/medical leave (program specifics vary by location).
• This posting includes a salary range in compliance with applicable pay-transparency laws.

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Location & Employment Type

• Location: Boston, MA
• Employment type: FULL_TIME
• This role is expected to work in the Boston area (onsite or as defined by the Confidential Client).

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.