We are seeking a highly motivated individual to join our well established and growing practice.
Matrix Financial, LLC, located in Wellesley, Massachusetts, is a tax preparation and consulting firm with a team of 10 professionals. The firm provides tax and consulting services to high net worth individuals and their families, closely held businesses, business owners and entrepreneurs and nonprofit organizations. We are dedicated to providing outstanding service to our clients.
Preparation of individual, partnership, fiduciary and corporate returns
Tax planning for high net worth individuals and closely held businesses
Research tax issues and formulate clear and concise conclusions
Recommend client tax planning strategies and ideas to managers and partners
Communication with managers and/or partners regarding engagements
Actively participate in continuing education and professional growth activities
Contribute to and foster a positive work environment
Bachelor’s degree in Accounting and CPA preferred
5 years public accounting experience
Proficient with Microsoft Office, Quickbooks and experience with CCH ProSystem fx preferred
Analytical, technical tax and accounting skills
Excellent organizational/project management skills and strong attention to detail.
Deadline-oriented and results driven.
Excellent verbal and written communication skills.
Additional Salary Information: We offer a very competitive salary and benefits package, with 401k matching and paid time off. If you are interested in joining a progressive and growing firm we would like to hear from you.
About Matrix Financial LLC
Matrix Financial LLC is a Wellesley CPA firm that provides tax, consulting and litigation support services. We are dedicated to the principles of professionalism, responsiveness and quality. Our employees must share this dedication. We reward our employees' efforts with a relaxed, collegial environment and excellent benefits.