Senior Tax Accountant – High-Net-Worth Client Services

Exemplar Companies • Boston, MA

5d • Remote

About The Position

Exemplar Companies is seeking an experienced Senior Tax Accountant to provide tax preparation, planning, and advisory services to high-net-worth individuals, business owners, entrepreneurs, executives, investors, and their related entities. This is a client-service tax position — not an internal corporate accounting role. An active CPA or Enrolled Agent (EA) designation is required for consideration. The ideal candidate will have strong experience preparing and reviewing complex individual and business tax returns and will be comfortable working directly with sophisticated clients and alongside attorneys, financial professionals, and other advisors.

Requirements

• Active CPA or Enrolled Agent (EA) designation required.
• Minimum of 5 years of professional tax preparation and accounting experience.
• Demonstrated experience preparing and reviewing complex tax returns for high-net-worth individuals.
• Strong experience with individual and pass-through entity taxation.
• Experience preparing and/or reviewing Forms 1040, 1065, 1120-S, and related federal and state filings.
• Strong understanding of K-1 reporting, basis, business income, investment income, capital gains/losses, and real estate-related tax matters.
• Experience with multi-state tax filings.
• Ability to research and analyze federal and state tax issues independently.
• Strong understanding of tax compliance, documentation, and professional standards.
• Exceptional attention to detail and ability to identify discrepancies in complex financial and tax information.
• Strong written and verbal communication skills.
• Ability to explain complex tax concepts clearly to clients and non-tax professionals.
• Ability to work effectively with attorneys, executives, financial professionals, and other professional advisors.
• Ability to manage multiple complex client matters and deadlines simultaneously.
• Proficiency with professional tax preparation software and Microsoft Excel.

Nice To Haves

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field.
• Experience serving high-net-worth or ultra-high-net-worth clients.
• Experience working with entrepreneurs, closely held businesses, executives, and investors.
• Experience with trusts, estates, gifting, and wealth-transfer matters.
• Experience responding to IRS or state tax notices and assisting with examinations or tax controversy matters.
• Experience working within a law firm, tax advisory firm, family office, wealth management firm, consulting firm, or multidisciplinary professional services organization.
• Experience coordinating tax matters with tax attorneys and other legal professionals.

Responsibilities

• Prepare and review complex federal and state tax returns for high-net-worth individuals and related businesses and entities.
• Prepare and review Forms 1040, 1065, 1120, 1120-S, 1041, and related schedules and filings.
• Manage tax matters involving multiple K-1s, partnerships, S corporations, LLCs, trusts, investment income, real estate holdings, and other pass-through entities.
• Provide proactive tax planning and advisory support, including estimated tax calculations and year-end planning.
• Analyze tax matters involving basis, passive activity limitations, capital gains and losses, business income, investment activity, and real estate.
• Prepare and review multi-state individual and business tax returns.
• Review prior-year returns and financial information to identify inconsistencies, errors, and tax-planning opportunities.
• Assist clients with IRS and state tax notices, amended returns, examinations, and other tax authority correspondence.
• Maintain organized tax workpapers and supporting documentation.
• Communicate directly with clients regarding documentation, tax positions, deadlines, estimates, and filing matters.
• Collaborate with attorneys, financial professionals, consultants, and other advisors when tax matters intersect with legal, estate-planning, transactional, investment, or business issues.
• Manage multiple client engagements and tax deadlines while maintaining accuracy, responsiveness, and excellent client service.
• Evaluating tax matters within the context of a client's broader business, legal, financial, and strategic objectives.
• Supporting clients with multiple operating companies, investment entities, partnerships, real estate holdings, trusts, and other complex structures.
• Participating in multidisciplinary engagements involving transactions, restructuring, acquisitions, dispositions, succession planning, and other strategic initiatives.
• Identifying issues outside the accountant's scope and appropriately coordinating with the applicable Exemplar professional or outside advisor.
• Maintaining clear documentation and communication when multiple professionals are involved in servicing the same client.

Benefits

• Opportunity for professional growth and increased responsibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree