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Tax Director with Wealth Management Firm

$190k
Full-time

Levelociti

Job Title: Tax Director

Company Profile: Boutique Wealth Management Firm with Tax Operations

Role Summary: Primary point of contact with clients to service tax compliance & planning needs

Compensation: Up to $190k base annual bonus & full benefits

Hybrid Schedule: 3 days in office (Bedford NH 03110)

Target Start Date: Within next 30 days

Were a boutique Wealth Management firm based in Bedford NH thats been in business for 40 years servicing our clients for their financial advising & tax needs.

We are looking to find a high level licensed tax professional at the Tax Senior Manager / Director level to continue servicing our clients for their tax compliance & advisory needs. The current Director is looking to transition more to the Wealth Management pathway which is the cause for the role opening up.

Qualifications

  • CPA or EA licensed
  • Local to the Bedford NH market
  • 10 years of tax experience
  • Comfortable with client facing work (majority of our work after 4/15 is tax planning & strategy)

Compensation & Benefits

  • Base; Up to $190k base
  • Annual bonus
  • 401k
  • Benefits

If youre interested to apply please submit your application or email me directly at

To view additional roles we are recruiting for please visit: Experience:

Director

Vacancy posted 3 days ago
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