Assurance Associate
Assurance Associate
As an Assurance Associate at Waldron Rand, you will be responsible for applying basic areas of GAAP as necessary and documenting, validating, testing and assessing various control systems. This position may also be involved in compilations, reviews and agreed-upon procedure engagements. You will work closely alongside Partners, Managers, and Senior Associates as a member of the engagement team.
Responsibilities
- Skillfully and accurately perform audits
- Review procedures as assigned by supervisors
- Prepare audit work papers and adjusting trial balances
- Analyze and compile financial statements into a written report to be presented to clients and coworkers
- Continuously foster relationships with coworkers and clients
Qualifications
- Bachelor’s degree in Accounting or a related business field
- 0-3 years’ experience
- Must be proficient in Microsoft Excel
- Self-starter that can manage their day and manage the results of the project
- Exceptional verbal and written communication and interpersonal skills
- Relevant work experience (e.g. internships, summer positions, school jobs)
- Demonstrated leadership, problem solving, and strong business acumen
- Ability to prioritize tasks, work on multiple assignments, and manage ambiguity
- Ability to work both independently and as part of a team with professionals at all levels
About Waldron Rand
Success starts here. Hiring outstanding people is essential to providing the best results for our clients. We take responsibility for fostering talent, building knowledge and skill, and ensuring that professional development is happening every day. Our team-service approach maximizes learning opportunities and exposes staff to the wide-range of accounting, auditing, tax, and business advisory services. The Firm’s practice of having a member of the leadership team actively involved in all engagements ensures that staff members work directly with leadership from day one, gaining unsurpassed training, experience, and visibility.
Waldron Rand is the oldest practicing accounting firm in the country. The Firm’s successful continuity is a direct result of our people and our commitment to continual advancement of the industry. Our progressive culture invites creativity and innovation into the practice of public accounting. It is the union of our technical skill and forward thinking that makes Waldron Rand a great place to work. Join Us.
Assurance Senior Associate
Assurance Senior Associate
As a Senior Associate, you may serve as the engagement lead on specific client accounts, taking responsibility for pre-engagement planning, execution and final deliverables. You will develop detailed engagement work plans, illustrating budgets and schedules. You will begin to develop a thorough understanding of all audit and consulting services provided by the firm, and actively participate in proposals. In working with staff associates, including interns, you will provide regular performance coaching and feedback, while developing individual technical and industry skills.
Responsibilities
- Skillfully and accurately perform financial and compliance audits
- Prepare and reviewing audit work papers and adjusting trial balances
- Analyzeand compiling financial statements into a written report to be presented to clients and coworkers
- Continuously fosteri relationships with coworkers and clients
Qualifications
- 4 year Bachelor’s degree in Accounting or a related business field
- 2-5 years of experience with a public accounting firm
- Master’s degree preferred
- Licensed CPA or CPA candidate preferred
- Understand and apply Excel skills
- Demonstrate exceptional verbal and written communication skills
- Work effectively and personably with clients and coworkers
About Waldron Rand
Success starts here. Hiring outstanding people is essential to providing the best results for our clients. We take responsibility for fostering talent, building knowledge and skill, and ensuring that professional development is happening every day. Our team-service approach maximizes learning opportunities and exposes staff to the wide-range of accounting, auditing, tax, and business advisory services. The Firm’s practice of having a member of the leadership team actively involved in all engagements ensures that staff members work directly with leadership from day one, gaining unsurpassed training, experience, and visibility.
Waldron Rand is the oldest practicing accounting firm in the country. The Firm’s successful continuity is a direct result of our people and our commitment to continual advancement of the industry. Our progressive culture invites creativity and innovation into the practice of public accounting. It is the union of our technical skill and forward thinking that makes Waldron Rand a great place to work. Join Us.
Tax Associate
Tax Associate
Waldron Rand’s tax professionals are committed to exceptional client service while developing and implementing intelligent strategies that look at the whole client picture. Our Tax Professionals are responsible for the delivery of tax services for multiple clients in a variety of industries. Responsibilities include interacting closely with clients to provide tax planning, consulting, and compliance services and working closely with partners on delivering innovative tax planning strategies. This role calls for minimal travel.
Responsibilities
- Interact closely with clients to provide tax planning, consulting, and compliance services
- Review and follow procedures as assigned by supervisors
- Prepare work papers and adjust trial balances
- Continuously foster relationships with coworkers and clients
Qualifications
- Bachelor’s degree in Accounting or a related business field
- 0-3 years’ experience
- Must be proficient in Microsoft Excel
- Self-starter that can manage their day and manage the results of the project
- Exceptional verbal and written communication and interpersonal skills
- Relevant work experience (e.g., internships, summer positions, school jobs)
- Demonstrated leadership, problem solving, and strong business acumen
- Ability to prioritize tasks, work on multiple assignments, and manage ambiguity
- Ability to work both independently and as part of a team with professionals at all levels
About Waldron Rand
Success starts here. Hiring outstanding people is essential to providing the best results for our clients. We take responsibility for fostering talent, building knowledge and skill, and ensuring that professional development is happening every day. Our team-service approach maximizes learning opportunities and exposes staff to the wide-range of accounting, auditing, tax, and business advisory services. The Firm’s practice of having a member of the leadership team actively involved in all engagements ensures that staff members work directly with leadership from day one, gaining unsurpassed training, experience, and visibility.
Waldron Rand is the oldest practicing accounting firm in the country. The Firm’s successful continuity is a direct result of our people and our commitment to continual advancement of the industry. Our progressive culture invites creativity and innovation into the practice of public accounting. It is the union of our technical skill and forward thinking that makes Waldron Rand a great place to work. Join Us.
Tax Manager
Tax Manager
Waldron Rand’s tax professionals are committed to exceptional client service while developing and implementing intelligent strategies that look at the whole client picture. Our Tax Professionals are responsible for the delivery of tax services for multiple clients in a variety of industries. Responsibilities include interacting closely with clients to provide tax planning, consulting, and compliance services and working closely with partners on delivering innovative tax planning strategies. This role calls for minimal travel.
Responsibilities
- Responsible for the delivery of tax services for multiple clients in a variety of industries
- Provide tax planning, consulting, and compliance services to clients
- Develop and sustain excellent client relationships
Qualifications
- Bachelor’s degree in Accounting or related business field
- Master’s degree preferred
- 5-7 years’ experience years of federal tax consulting and/or compliance experience in public accounting
- Industry specialization experience within any of the following is a plus:
- Manufacturing and Distribution
- International
- Real Estate
- Licensed CPA or CPA candidate is required for this role
- Experience in Corporate, S-Corp. Individual and/or Partnership returns
- Exceptional verbal and written communication skills
- Computer expertise including knowledge of tax software and technology
About Waldron Rand
Success starts here. Hiring outstanding people is essential to providing the best results for our clients. We take responsibility for fostering talent, building knowledge and skill, and ensuring that professional development is happening every day. Our team-service approach maximizes learning opportunities and exposes staff to the wide-range of accounting, auditing, tax, and business advisory services. The Firm’s practice of having a member of the leadership team actively involved in all engagements ensures that staff members work directly with leadership from day one, gaining unsurpassed training, experience, and visibility.
Waldron Rand is the oldest practicing accounting firm in the country. The Firm’s successful continuity is a direct result of our people and our commitment to continual advancement of the industry. Our progressive culture invites creativity and innovation into the practice of public accounting. It is the union of our technical skill and forward thinking that makes Waldron Rand a great place to work. Join Us.
Tax Senior Associate
Tax Senior Associate
Waldron Rand’s tax professionals are committed to exceptional client service while developing and implementing intelligent strategies that look at the whole client picture. Our Tax Professionals are responsible for the delivery of tax services for multiple clients in a variety of industries. Responsibilities include interacting closely with clients to provide tax planning, consulting, and compliance services and working closely with partners on delivering innovative tax planning strategies. This role calls for minimal travel.
Responsibilities
- Responsible for the delivery of tax services for multiple clients in a variety of industries
- Provide tax planning, consulting, and compliance services to clients
- Develop and sustain excellent client relationships
Qualifications
- 4-year bachelor’s degree in Accounting or related business field
- Master’s degree preferred
- CPA or CPA candidate preferred
- Recent experience working in a public accounting firm
- 2-5 years of experience in federal tax consulting and/or compliance experience in public accounting
- Experience in Corporate, S-Corp, and/or Partnership returns
- Exceptional verbal and written communication skills
- Computer expertise including knowledge of tax software and technology
About Waldron Rand
Success starts here. Hiring outstanding people is essential to providing the best results for our clients. We take responsibility for fostering talent, building knowledge and skill, and ensuring that professional development is happening every day. Our team-service approach maximizes learning opportunities and exposes staff to the wide-range of accounting, auditing, tax, and business advisory services. The Firm’s practice of having a member of the leadership team actively involved in all engagements ensures that staff members work directly with leadership from day one, gaining unsurpassed training, experience, and visibility.
Waldron Rand is the oldest practicing accounting firm in the country. The Firm’s successful continuity is a direct result of our people and our commitment to continual advancement of the industry. Our progressive culture invites creativity and innovation into the practice of public accounting. It is the union of our technical skill and forward thinking that makes Waldron Rand a great place to work. Join Us.
Assurance Manager
Responsibilities
For private and closely-held companies, precise financial statements provide the accurate information needed to effectively manage successful business relationships. Taking this simple step minimizes risk and provides peace of mind to key lenders and stakeholders. Our assurance advisors offer specialized and personalized audit expertise that gives you and your stakeholders the confidence and financial insight needed to make sound business decisions. As a registered member of the Public Company Accounting Oversight Board (PCAOB), we adhere to the highest professional standards and provide a full range of assurance services. We focus on building trusted relationships, clear communication and efficiency throughout the audit process, making the audit experience effortless so you can focus on what’s next.
- Conducting and managing multiple financial and compliance auditing projects and client engagements
- Effectively communicating with partners, staff and clients regarding expectations, status of engagements and other matters
- Continuously fostering relationships with coworkers and clients
- Ability to manage engagements from start to finish
Qualifications
- Licensed CPA
- 5+ years of experience working for an accounting firm
- Energetically managing, coaching, and developing staff accountants
About Waldron Rand
- Success starts here. Hiring outstanding people is essential to providing the best results for our clients. We take responsibility for fostering talent, building knowledge and skill, and ensuring that professional development is happening every day. Our team-service approach maximizes learning opportunities and exposes staff to the wide-range of accounting, auditing, tax, and business advisory services. The Firm’s practice of having a member of the leadership team actively involved in all engagements ensures that staff members work directly with leadership from day one, gaining unsurpassed training, experience, and visibility.
- Waldron Rand is the oldest practicing accounting firm in the country. The Firm’s successful continuity is a direct result of our people and our commitment to continual advancement of the industry. Our progressive culture invites creativity and innovation into the practice of public accounting. It is the union of our technical skill and forward thinking that makes Waldron Rand a great place to work. Join Us.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
Work Location: Dedham, MA
Salary commensurate with experience.
Senior Associate-Private Client Services
Vibrant CPA firm in Dedham is seeking tax professionals with experience working with high net worth individuals. You will work closely with partners and clients to deliver outstanding service. The successful candidates will have strong interpersonal and analytical skills, as well as an ability to thrive in a fast-paced environment.
Must be customer oriented, attention to detail and want to be part of a professional, yet fun work environment.
Qualified candidates will have:
- 3+ years of public accounting experience
- CPA or EA preferred
- Experience preparing individual and trust tax returns
- Good working knowledge of current tax laws
- Strong attention to detail
- Forward thinking, positive attitude and understands the value of a team approach
- Manage multiple tasks and meet deadlines;
- Willingness to learn new professional concepts and techniques
- Commitment to exceptional client service
Senior Fiduciary Tax Specialist
Company Overview: Join our vibrant and growing firm known for its excellent culture and collaborative environment. As the oldest continuing public accounting firm in the country, we have a rich history of providing exceptional service to our clients while fostering a supportive workplace where professionals can thrive. With a team of 75 professionals, we pride ourselves on delivering personalized solutions and maintaining a strong commitment to excellence. As our fiduciary department expands, we are seeking a talented Senior Fiduciary Tax Specialist to join our team and contribute to our continued success.
Position Overview: The Senior Fiduciary Tax Specialist will play a pivotal role in our fiduciary department, responsible for the preparation and review of fiduciary income tax returns for trusts and estates, as well as gift tax returns and estate tax returns. This role will also involve providing ancillary assistance with estate tax and planning matters, collaborating closely with clients and internal stakeholders to ensure compliance and optimize tax strategies.
Responsibilities:
- Prepare and review Forms 1041, 706, 709, and related schedules, ensuring accuracy and compliance with relevant regulations.
- Provide expert guidance on complex tax issues related to estates, gifts, and trusts, including income taxation, deductions, exemptions, and credits.
- Conduct thorough research on tax laws and regulations to stay abreast of changes and developments impacting fiduciary taxation.
- Assist clients with fiduciary income tax planning and estate/gift tax planning, offering strategic advice to minimize tax liabilities and maximize wealth preservation.
- Communicate effectively with clients, addressing inquiries, providing updates on tax matters, and offering proactive advice to optimize their financial situations.
- Mentor and train junior staff members, fostering their professional development and contributing to the overall growth of the fiduciary department.
- Participate in firm-wide initiatives and contribute to a positive and collaborative work culture.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field; CPA, JD or MST preferred.
- Minimum of 3-5 years of experience in fiduciary tax preparation and planning, with a focus on estates, gifts, and trusts.
- Strong knowledge of tax laws and regulations pertaining to fiduciary taxation, including familiarity with IRS forms and guidelines.
- Exceptional analytical skills and attention to detail, with the ability to navigate complex tax scenarios and identify opportunities for optimization.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients and collaborate effectively with internal stakeholders.
- Proven leadership abilities, with experience mentoring and guiding junior staff members.
- Ability to thrive in a fast-paced, dynamic environment, with a strong commitment to delivering high-quality service to clients.
Benefits:
- Competitive salary commensurate with experience, including performance bonus
- Comprehensive benefits package, including health insurance, retirement plans, and paid time off
- Opportunities for professional development and advancement within a growing fiduciary department
- 1/2 day Fridays in the summer
- Tuition reimbursement program
- On-site gym and game room
- Ample free parking
Join Our Team: If you are a seasoned fiduciary tax professional looking to take the next step in your career and join a dynamic firm with a strong commitment to excellence and collaboration, we encourage you to apply. Take advantage of this opportunity to grow with us and make a meaningful impact in our expanding fiduciary department.