Tax Director with Wealth Management Firm
$190kLevelociti
Job Description
Job Description
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
We're a boutique Wealth Management firm based in Bedford, NH that's 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 you're interested to apply, please submit your application or email me directly at View email address on us.fitly.work
To view additional roles we are recruiting for, please visit: -search/
Vacancy posted 28 days ago
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