Tax Senior with just under 4 years of experience at one firm. They have experience across individuals, estates, and corporate clients. Currently at a mid sized firm where they supervise 3–4 preparers. Strong with 706 and 1041s.
Client Industries:
Dentists, convenience stores, and a broad mix of closely held businesses. Individual clients include multi state filings with up to 15 K-1s ($200k–$3M AGI). Business clients range from $750k–$15M in revenue, with most under $3M.
Splits:
70% individuals, 30% corporate.
Review/Prep:
90% review.
Qualifications:
Has passed all CPA exams.
Software:
CCH Axcess, TaxWise, Engagement.
Salary Expectations:
Ideally around $115k, with some flexibility depending on the role.
Location / Work Schedule:
Based in Stoneham, MA.
