Tax Partner / Principal - Individual, Trusts, Estates

Wakefield, MA Hybrid

Full-time $175,000.00 - $300,000.00

Posted 04/16/2025

Job Title: Tax Partner / Principal - Individual, Trusts, Estates
Location: Wakefield, MA - Hybrid
Compensation: $175K - $300K 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. We do not sponsor for this position.

Additional ways to apply

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Mike Vandenbergh is recruiting for this position and the positions below.
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Employees will receive paid leave to the extent required by state or local law. 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, Inc 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.

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