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A bit about us:

We are a specialized firm offering a boutique feel. We proudly serve businesses and families throughout New England. Our team of seasoned professionals delivers strategic, personalized financial guidance tailored to each client’s unique needs.

As our firm continues to expand, exciting new roles are becoming available. If you have a strong tax background, take initiative, and enjoy collaborating with a wide range of industries and clients, we’d love to hear from you. We offer a supportive, team-oriented environment, leadership that values work-life balance, a family-friendly culture, competitive compensation and benefits, and clear paths for professional growth.

Why join us?

  • Excellent benefits
  • Fully remote work options

Job Details

Key Responsibilities:

  • Support sophisticated tax planning efforts for closely held businesses and high-net-worth individuals

  • Develop deep expertise in the firm’s niche industries and deliver strategic advisory and consulting services

  • Mentor, supervise, and provide performance feedback to team members

  • Collaborate with firm leadership to structure and manage a variety of client engagements

  • Lead client service teams, ensuring exceptional client satisfaction, timely and efficient service delivery, and continuous team development

  • Analyze and communicate solutions to complex tax matters, applying creativity, thorough research, and a strong understanding of tax regulations and their implications



Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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