Tax Senior - Private Client Services

Full job description

About Us

Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for our employees, clients, and communities. We provide expert accounting and advisory services across several industries. With offices in Maine, Massachusetts, and New Hampshire, BNN has a reputation for teamwork, collaboration, and client excellence throughout New England and beyond. BNN’s culture champions career advancement, mentorship, community involvement, and exceptionally responsive client service.

About the Position

If you're looking for a rewarding opportunity in a professional atmosphere with immense positivity, incredible talent, and exciting potential, then Baker Newman Noyes is the place for you. The responsibilities of this Tax Senior position include working directly with other BNN tax professionals, our clients, and other advisors to prepare federal and state individual income tax returns, fiduciary income tax returns, gift tax returns, and estate tax returns. You will also utilize tax research tools to help determine the proper tax treatment of a variety of client transactions.

Competencies and Position Requirements

Knowledge of tax preparation at both the federal and state(s) levels, including but not limited to returns of individuals, trusts, and estates

Keeps current with new tax and tax law developments

Strong research skills to assist in resolving tax issues and conflicts

Strong organizational skill and attention to detail

Excellent project management, analytical, interpersonal, oral and written communication skills

Ability to thrive in a dynamic team environment

Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines

Write effectively and professionally in work paper documentation, emails, and other formats

Dedicated to superior client service

Displays professionalism, dependability, and trustworthiness combined with a cooperative attitude

Responds to client requests, including phone calls and emails, in a timely and appropriate manner

Demonstrates maturity, integrity, honesty, openness, and tact in dealing with others

Develops a rapport with client personnel and the firm engagement team

Maintains an enthusiastic and positive attitude

Education and Experience

3+ years relevant experience in taxation with a public accounting firm

CPA or JD

MST or LLM in taxation is a plus

Cumulative GPA of 3.0 or higher

Work Environment

Ability to work a flexible schedule based on business needs

Hybrid work option

Supportive and collaborative culture

BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including:

20 days paid time off, 5 sick days, 11 paid holidays

6-week paid parental leave

Health, Dental, Pet, Vision, Disability and Life Insurances

401(k) Plan with company match

Profit Sharing Plan

Business-casual office environment