Argent Wealth Management, LLC · 1 day ago
Associate Director Taxation
Waltham, MA
Full-time
Hybrid
Mid, Senior Level
5+ years expArgent Wealth Management is an independent-minded business providing comprehensive wealth management services. The Associate Director Taxation plays a crucial leadership role in overseeing tax compliance and preparation, guiding operational excellence, mentoring the tax team, and delivering strategic solutions for quality client service.
AdviceFinancial ServicesWealth Management
No H1B
U.S. Citizen Only
Responsibilities
Prepare and review federal, state, and local tax returns for partnerships, S-corporations, individuals, and trusts
Ensure all returns comply with current tax laws and regulations
Respond to IRS and state agency audits, inquiries, and tax notices
Conduct technical tax research and draft memoranda on complex tax issues
Maintain up-to-date knowledge of tax legislation and evaluate its impact on clients and our practice
Lead, mentor, and develop junior staff and managers within the tax and advisory teams
Delegate projects and manage workflow to maximize efficiency and quality
Foster a collaborative team culture
Train staff on new processes, software, and regulatory changes
Build and maintain strong client relationships, being a trusted advisor
Provide strategic tax planning and consulting services
Advise clients on tax implications of business transactions, investments, and estate planning
Qualification
Required
Bachelor's degree in accounting, finance, or related field
5 or more years of experience in public accounting, with demonstrated expertise in partnerships (real estate preferred), S-corporations, individual and trust tax compliance
Supervisory and leadership experience
Strong technical knowledge of U.S. tax regulations and compliance
Effective analytical, communication, and project management skills
Proficiency in CCH Tax
Ability to work independently and collaboratively in a team environment
High level of integrity, professionalism, and client service orientation
Preferred
Master's in Taxation
CPA designation strongly preferred (alternative Enrolled Agent designation or JD)
Benefits
Great compensation package plus discretionary bonus
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
Potential hybrid model work schedule – minimum of 3 days in office
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Company
Argent Wealth Management, LLC
Argent Wealth Management has been a trusted expert in investment management and financial advisory services since 1992.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
David Duchesneau
Chief Executive Officer
Company data provided by crunchbase