Cabot Wealth Management, Inc. (www.ecabot.com), an established wealth management firm located in Salem, MA, is seeking a skilled professional to join our team as a Tax Preparer. This is a seasonal, temporary, full-time (30-40 hours/week) position that will run from February to April 2024.
The Tax Preparer will work in tandem with a team of professionals to help prepare accurate Federal and State tax returns for high-net-worth individuals and their related trusts in a time-efficient manner. The individual will work with the Cabot Wealth Management tax team to ensure an accurate client information intake and retention process, prepare working papers that tie to the client’s tax returns, prepare and/or review client tax returns, and assist in the process of preparing the final tax return product to be shipped to our clients. The ideal candidate will have strong computer skills, organizational skills, and will be detail-oriented.
Prepare and review federal and state income tax returns
Prepare and organize tax files and work papers
Prepare projections for estimated payment schedules
Communicate directly with team members on all related tax matters
Bachelors in Accounting or related field
Must have 10+ years of tax preparation experience, preferably with high-net-worth individuals, including experience with individual and fiduciary tax returns
Proficient with CCH tax preparation software
CPA or EA designation preferred
Exceptional oral and written communication skills
Must be detail oriented and able to meet deadlines
Excellent PC skills (Excel, PDF editing, etc.)
Self-motivated, team player
Demonstrate strong accounting, analytical and organizational skills
Founded in 1983, Cabot Wealth Management is an independent firm that provides individuals, family groups, businesses, and foundations and charities with professional wealth management services. We combine the traditions and values of a privately-owned business with advanced thinking on global and economic developments. We understand that selecting a wealth manager is one of the most important decisions a client will have to make. Each client faces a very different set of challenges, depending on their life stage. We strive to help our clients meet those challenges.