Tax Partner/Principal – Individual, Trusts & Estates Position Available In Middlesex, Massachusetts

Tax Partner/Principal

• Individual, Trusts & Estates 3.9 3.9 out of 5 stars Wakefield, MA 01880
• Hybrid work Tax Partner/Principal

• Individual, Trusts & Estates Job Title:

  Tax Partner / Principal

• Individual, Trusts, Estates Location:

  Wakefield, MA

• Hybrid Compensation:

  $175K

• $300

K DOE Requirement:

CPA w/ 15+ years of Public Accounting Experience, Individual, Trusts, & Estates experience We are a regional 100-person Public Accounting Firm located outside of Boston in Wakefield, MA. We are proud to be ranked as a “Top 50 Accounting Firm” by the Boston Business Journal. Through our membership in the AGN network of accounting and advisory firms, we have national and international capabilities typically only available from the largest firms. Position Overview We are seeking a highly skilled Tax Partner/Principal to lead our Individual, Trusts & Estates practice. The ideal candidate will have a deep understanding of tax regulations and compliance, along with the ability to provide strategic guidance to clients in managing their tax obligations and estate planning needs. Key Responsibilities Lead and manage the Individual, Trusts & Estates tax practice. Provide expert advice on tax compliance and planning strategies for individuals, trusts, and estates. Develop and maintain client relationships to understand their tax and estate planning needs. Oversee the preparation and review of tax returns for clients. Provide training and mentorship to junior staff in tax-related matters. Stay updated on the latest tax laws and regulations affecting individual and estate taxation. Qualifications 15+ years of experience in tax compliance and planning, specifically in individual, trusts, estates CPA (Certified Public Accountant) designation required. Master of Science in Taxation (MST) preferred. Proven track record in managing client relationships and delivering high-quality service. Strong analytical and problem-solving skills. Benefits Competitive Salary 401k Match Unlimited PTO Hybrid work environment! 73% Health and Dental Insurance Premiums Paid 50% Vision Premiums Paid Education Reimbursement Workplace Culture and so much more! For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 04/16/2025 and applications will be accepted on an ongoing basis until the position is filled or closed. CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.