Tax Associate

Orix•Boston, MA

16h•$60,000 - $70,000•Hybrid

About The Position

As a Tax Associate you will be part of a team that works in a collaborative, challenging, and supportive environment. You will be responsible for preparing tax work papers, Federal and state tax returns, and internal reporting using Excel workbooks and Boston Financial proprietary software. You will serve as a primary contact for Federal and state taxing authorities as well as others across various company functional groups using your strong communication and problem-solving skills to gather information, address questions, and provide the highest quality service and deliverables. In addition, you will have some tax accounting responsibilities and be responsible for various projects. This position is located at the Boston Financial headquarters in Boston, MA.

Requirements

Bachelor’s degree required, Accounting preferred
0-3 years finance, accounting, or related experience; graduate-level education may count toward experience
Highly motivated and resilient, able to handle cyclical workloads with peak periods of high demand
Ability to interact appropriately, and communicate effectively, with a wide range of individuals including peers, subordinates, senior management, federal and state agents, and others
Ability to anticipate, pivot, adapt, and remain professional through sometimes tense situations
Strong verbal and written communication skills
Curious with the desire to continuously learn
Ability to work effectively independently and as a team member
Ability to balance multiple projects and meet firm deliverable deadlines
Keen attention to detail
Highly developed organizational skills
Strong and pro-active problem-solving skills
Proficiency with MS Office: Outlook, Word, Excel

Nice To Haves

Financial and/or tax reporting experience
Understanding of general accounting principles
Basic project management skills
General tax return preparation and tax accounting experience (public preferred)
Federal and state “partnership” tax return preparation experience
Multi-state tax return preparation experience
Real estate and/or LIHTC tax return preparation experience
RIA One Source software experience

Responsibilities

Meet Investor Service and Investor Limited Partner deliverable requirements, including, providing accurate draft tax return/K1 info during tax season pursuant to an agreed-upon due date schedule for approximately 150 funds.
Prepare tax work papers including partnership allocations and tax basis capital schedules, and maintain our information database.
Prepare Federal and state partnership and corporate tax returns, including state apportionment information for approximately 400 entities, including approximately 2,200 state filings.
Due to the dynamic and cyclical nature of the responsibilities of this position, individuals in this role must be flexible with the ability to work overtime, as required.