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Lichtman & Associates, LLC

Accountant (Private Client / High Net Worth)

Pay: $120,000–$150,000/yr

Posted: 3 weeks ago

Location: Wellesley, MA (Hybrid)

Last Updated: 2 weeks ago

Hours: Full-Time

Expires: 10/1/2026

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Based on Massachusetts data

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What they do

An Accountant organizes and maintains financial records and prepares financial statements for companies and organizations. Works as a public accountant (prepares financial documents where public disclosure is required by law, such as business balance sheets and tax returns), management accountant (prepares financial information for internal use by a company) or government accountant (maintains records for government agencies).

$84,001 / year median in Massachusetts

-8% projected decline

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Job Description

Job Overview Boutique Law, Tax & Financial Firm that specializes in Income Tax, Trusts & Estates, and Financial Planning seeks an experienced accountant for its Wellesley MA office to join the firm's growing tax planning and return preparation business comprised of individual income tax returns, fiduciary income tax returns, gift and estate tax returns. The firm's clients include entrepreneurs, corporate leaders, professional investors, and high net worth families. The firm's partners started out at some of the largest accounting firms and investment banks in the country and the firm brings to bear a high level of sophistication and expertise across tax, estate and financial planning matters. The position offers the candidate the opportunity to work directly alongside the firm's partners with much less hierarchy and much better work/life balance than at a traditional public accounting firm. The position also offers the candidate the ability to broaden their expertise into our family office practice as well. Includes the potential for growth into more senior level positions. There is a set number of in-office and work from home days; however, the office is easily accessible by car and by public transportation. Requirements Minimum 2 years' tax experience in a High Net Worth or Private Client (PCS) group. CPA or JD/LLM strongly preferred

Pay:

$120,000.00 - $150,000.00 per year

Benefits:

Health insurance Profit sharing Retirement plan Application Question(s): Do you have prior tax experience working with High Net Worth or Private Client (PCS) clients?

Work Location:

Hybrid remote in Wellesley, MA 02482