Personal Tax Jobs in Boston

We're tracking 6 live personal tax roles in Boston.

About this market

Market context

Personal Tax in Boston focuses on the individual income tax obligations of residents, non-residents, and part-year residents within Massachusetts, including considerations for Boston's specific tax environment. This encompasses compliance, planning, and advisory services for wages, investments, capital gains, and various deductions and credits.

Massachusetts imposes a flat 5% individual income tax rate on most types of income, with a 12% rate on short-term capital gains and certain long-term gains. Boston residents are also subject to Massachusetts state taxes, but there is no additional city-level income tax. Taxpayers file Form 1, Massachusetts Resident Income Tax Return, or Form 1-NR/PY for non-residents/part-year residents with the Massachusetts Department of Revenue (DOR). Specific attention is paid to the 'millionaire's tax' (surcharge on income over $1 million) and interplay with federal tax law.

What's driving demand

  • High concentration of HNWIs/UHNWIs
  • Complex investment portfolios due to financial industry presence
  • Frequent state and federal tax law changes
  • Growing expatriate and international workforce

Regulatory timeline

  • 2023-10-04Massachusetts FY2024 Budget and Tax Relief PackageEnacted
    source
  • 2023-01-01Millionaire's Tax Implementation (Question 1)In Effect
    source
  • 2022-12-07MA DOR TIR 22-17 on Pass-Through Entity Tax Election UpdatesIssued
    source

Credentials that matter

  • CPA (Certified Public Accountant)essential
  • EA (Enrolled Agent)essential
  • JD (Juris Doctor - with tax specialization)essential
  • LL.M. in Taxationessential

Skills & tools

Individual Income Tax Preparation (Forms 1040, MA Form 1)Tax Planning & AdvisoryCapital Gains TaxEstate & Gift Tax (federal/state interplay)Trust & Fiduciary Income TaxBasis CalculationIRS & DOR Audit RepresentationProSeriesUltraTax CSGoSystem Tax RSCCH Axcess Tax

Frequently asked

What is personal tax in Boston?
Personal Tax in Boston focuses on the individual income tax obligations of residents, non-residents, and part-year residents within Massachusetts, including considerations for Boston's specific tax environment. This encompasses compliance, planning, and advisory services for wages, investments, capital gains, and various deductions and credits.
How does personal tax work in Boston?
Massachusetts imposes a flat 5% individual income tax rate on most types of income, with a 12% rate on short-term capital gains and certain long-term gains. Boston residents are also subject to Massachusetts state taxes, but there is no additional city-level income tax. Taxpayers file Form 1, Massachusetts Resident Income Tax Return, or Form 1-NR/PY for non-residents/part-year residents with the Massachusetts Department of Revenue (DOR). Specific attention is paid to the 'millionaire's tax' (surcharge on income over $1 million) and interplay with federal tax law.
What credentials matter for Boston Personal Tax roles?
Employers most often look for: CPA (Certified Public Accountant), EA (Enrolled Agent), JD (Juris Doctor - with tax specialization), LL.M. in Taxation.
Which tools and systems appear in Boston Personal Tax job specs?
Commonly cited: Individual Income Tax Preparation (Forms 1040, MA Form 1), Tax Planning & Advisory, Capital Gains Tax, Estate & Gift Tax (federal/state interplay), Trust & Fiduciary Income Tax, Basis Calculation, IRS & DOR Audit Representation, ProSeries.
Who's hiring for Boston Personal Tax?
Live employer mix: Boutique / mid-tier 83%, In-house / industry 17%.
How many Boston Personal Tax roles are live right now?
6 live roles on taxjobs.ai.