3+ years of relevant taxation experience in public accounting, law, trust, or government sectors
JD required; LLM in taxation is a plus
Cumulative GPA of 3.0 or higher
Working towards CPA or Enrolled Agent status
Strong research, analytical, and organizational skills
Responsibilities
Prepare federal and state individual, fiduciary, gift, and estate tax returns
Utilize tax research tools for client transaction analysis
Respond promptly to client requests via phone and email
Develop rapport with clients and engagement teams
Stay updated on new tax laws and apply them effectively
Benefits
20 days paid time off, 5 sick days, and 11 paid holidays
6-week paid parental leave
Comprehensive health, dental, pet, vision, disability, and life insurance
401(k) plan with company match
Profit sharing plan
Business-casual office environment
Full Job Description
About the Position
If you're looking for a rewarding opportunity in a professional atmosphere with immense positivity, incredible talent, and exciting potential, then Baker Newman Noyes is the place for you. The responsibilities of this Tax Senior position include working directly with other BNN tax professionals, our clients, and other advisors to prepare federal and state individual income tax returns, fiduciary income tax returns, gift tax returns, and estate tax returns. You will also utilize tax research tools to help determine the proper tax treatment of a variety of client transactions, primarily in the estate, trust, and gift tax areas.
Competencies and Position Requirements
Dedicated to superior client service
Displays professionalism, dependability, and trustworthiness combined with a cooperative attitude
Responds to client requests, including phone calls and emails, in a timely and appropriate manner
Demonstrates maturity, integrity, honesty, openness, and tact in dealing with others
Develops a rapport with client personnel and the firm engagement team
Experience preparing federal and state income tax returns for individuals, trusts, and estates
Experience preparing gift tax returns and estate tax returns
Keeps current with new tax law developments and is able to apply them
Strong research and analytical skills to assist in resolving tax issues and conflicts
Strong organizational skills and attention to detail
Excellent project management, analytical, interpersonal, oral and written communication skills
Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines
Write effectively and professionally in work paper documentation, emails, and other formats
Ability to thrive in a dynamic team environment
Maintains an enthusiastic and positive attitude
Education and Experience
3+ years relevant experience in taxation with a public accounting firm, law firm, trust company, or government agency
JD
LLM in taxation is a plus
Cumulative GPA of 3.0 or higher
Working towards CPA or Enrolled Agent status
Work Environment
Ability to work a flexible schedule based on business needs
Supportive and collaborative culture
BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including:
20 days paid time off, 5 sick days, 11 paid holidays
6-week paid parental leave
Health, Dental, Pet, Vision, Disability and Life Insurances
401(k) Plan with company match
Profit Sharing Plan
Business-casual office environment
The expected salary range for candidates in the Massachusetts market is $79,207 - $118,862 annually, depending on experience and qualifications.
About Baker, Newman & Noyes Pa Llc
Baker, Newman & Noyes is a leading accounting firm that provides a wide range of financial services to businesses and individuals. With a team of experienced professionals and a commitment to excellence, they have become a trusted partner for many clients across the country. Their services include tax preparation, auditing, financial planning, and more.
