Top 39 Tax associate Jobs in New Bedford, Ma

Tax & Financial Planning Associate
Hall Capital Management —Barrington, RI
- $40,000 - $50,000 a year
- Part-time
- CPA
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
3d
Payroll/Benefits Specialist
Ashworth Bros., Inc. —Fall River, MA
- Full-time
- 5 years
- HIPAA
- Mid-level
- Health savings account
- Health insurance
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Mortgage Loan Originator (Plymouth Region)
North Easton Savings Bank —Plymouth, MA
- $42,000 a year
- Full-time
- Marketing
- Writing skills
- Mid-level
Accounts Receivable Payroll Specialist
MA - Community Systems Inc —Plymouth, MA
- $24.89 an hour
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Tax Accounting Director - Temp-Perm
Willmott & Associates, Inc. —Massachusetts
- $84 an hour
- Temporary
- Remote
- CPA
- Research
- Master's degree
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Tax Associate
H&R Block —New Bedford, MA
- $14.45 - $18.00 an hour
- Weekends as needed
- Office
- Finance
- High school diploma or GED
- Health insurance
- Employee assistance program
13d
Pre-Season Tax Professional
H&R Block —Taunton, MA
- $15 - $80 an hour
- Full-time
- Windows
- High school diploma or GED
- Business development
- Health insurance
- Employee assistance program
Credit Analyst Associate
Farm Credit East —Middleboro, MA
- $55,000 - $80,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Paid parental leave
- Health savings account
Quick Apply
4d
Payroll and Accounting Assistant - Salve Regina University
Salve Regina University —Newport, RI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Wellness program
- Paid parental leave
Payroll Manager
Acushnet Golf —Fairhaven, MA
- $109,778 - $139,783 a year
- Full-time
- Hybrid work
- 5 years
- Finance
- Supervising experience
- Health savings account
- Flexible spending account
Experienced Tax Associate
Kahn Litwin Renza —Middletown, RI
- $73,000 - $85,000 a year
- Weekends as needed
- CPA
- Research
- Mid-level
- Health insurance
- Dental insurance
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Payroll Supervisor (Payroll)
Martignetti Companies —Taunton, MA
- $85,000 - $95,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Director of Finance
TPG Marinas —Jamestown, RI
- Full-time
- CPA
- Computer literacy
- Finance
Quick Apply
11d
Tax Manager or Senior Manager - Ultra-High Net Worth Practice
Frank Rimerman and Co LLP —United States
- $120,000 - $230,000 a year
- Full-time
- 6 years
- Management
- CPA
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
1d

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Benefits Specialist
Dana-Farber Cancer Institute —Brookline, MA
Bachelor’s degree in Human Resources, Business Administration, Finance, or related field preferred. Support the implementation of HR and benefits initiatives,…
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Senior Benefits Specialist - Analyst
Northeastern University —Boston, MA
Bachelor's degree in Human Resources, Business Administration, Finance, or a related field, or equivalent combination of education and experience.
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Payroll Specialist
G Mechanical Inc —Columbus, OH
The Payroll Coordinator will also assist with maintaining compliance with federal, state, and local regulations, supporting audits and reporting, and partnering…
$28 - $30 an hour
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9d
Accounting Services Specialist
Kimball Midwest —Columbus, OH
Professionally handles calls and voicemail. Interacts with customers, sales reps, and internal associates to resolve discrepancies, answer inquiries, and…
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13d

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Tax & Financial Planning Associate

Hall Capital Management
Barrington, RI

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Job Details

Part-time | Full-time
$40,000 - $50,000 a year
3 days ago

Benefits

Health insurance
401(k)
Paid time off
401(k) matching
Opportunities for advancement
Retirement plan
Paid sick time

Qualifications

Wealth management
CPA
Analysis skills
Attention to detail
Enrolled Agent

Full Job Description

Tax & Financial Planning Associate — CPA / EA

Hall Capital Management | Barrington, Rhode Island

Hall Capital Management is seeking a Tax & Financial Planning Associate to join our growing wealth management practice. This is a unique opportunity for a CPA or Enrolled Agent who enjoys tax work but is also interested in developing broader expertise in personal financial planning and wealth management.

The ideal candidate will combine strong tax knowledge with an interest in working directly with individuals and families on their broader financial lives. The role will initially have a meaningful focus on tax preparation and tax planning, while also supporting our advisors with retirement planning, cash flow analysis, estate planning coordination, investment-related tax strategy, and other financial planning work.

Over time, we expect this individual to become an important part of our client advisory team.

Responsibilities

Prepare and review individual federal and state income tax returns
Assist clients with year-round tax planning and projections
Identify tax-planning opportunities within client investment and financial plans
Work alongside portfolio managers and advisors to integrate tax considerations into investment decisions
Assist with retirement planning, Roth conversions, required minimum distributions, charitable giving strategies, and other planning matters
Prepare financial planning analyses and client meeting materials
Review client financial information, tax returns, investment accounts, retirement plans, and estate documents
Coordinate with clients' outside attorneys, accountants, and other professionals when appropriate
Participate in client meetings and gradually develop direct client relationships
Help develop and improve the firm's tax and financial planning capabilities

Qualifications

CPA or Enrolled Agent (EA) designation
Experience preparing individual income tax returns
Strong understanding of personal income taxation
Interest in financial planning, investments, and wealth management
Strong analytical and problem-solving skills
Excellent attention to detail
Ability to communicate financial and tax concepts clearly to clients
Comfortable working collaboratively in a small, professional team environment
High level of discretion and professionalism when handling confidential client information

Financial planning experience is preferred but not required. We are particularly interested in candidates who have built a foundation in public accounting or tax preparation and would like to broaden their career beyond traditional tax compliance.

Experience with financial planning software, investment accounts, trusts, estates, retirement plans, or high-net-worth individual taxation is a plus.

Why This Role

This position offers a different career path from a traditional accounting firm. Rather than focusing exclusively on tax-return production, the successful candidate will have the opportunity to develop long-term client relationships and see how taxes interact with investments, retirement planning, estate planning, and the broader financial decisions clients make.

For someone with a strong tax background who wants to develop into a well-rounded financial planning professional, this role provides significant room to grow.

Job Type: Full-time
Location: Barrington, Rhode Island

Pay: $40,000.00 - $50,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Opportunities for advancement
Paid sick time
Paid time off
Retirement plan

Work Location: In person

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Refine Your Search

tax associate jobs in new bedford, ma

Tax & Financial Planning Associate

Payroll/Benefits Specialist

Mortgage Loan Originator (Plymouth Region)

Accounts Receivable Payroll Specialist

Tax Accounting Director - Temp-Perm

Tax Associate

Pre-Season Tax Professional

Credit Analyst Associate

Payroll and Accounting Assistant - Salve Regina University

Payroll Manager

Experienced Tax Associate

Payroll Supervisor (Payroll)

Director of Finance

Tax Manager or Senior Manager - Ultra-High Net Worth Practice

Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area

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