Tax Director with Wealth Management Firm
$190kLevelociti
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
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