Associate Director Taxation

Argent Wealth Management, LLC; Waltham (MA); Hybride; USD 140 000 - 210 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision coverage from

Parental leave (16 weeks primary, 8) {

Résumé du poste

Argent Wealth Management in Waltham, MA, seeks an Associate Director Taxation to lead preparation and review of complex returns for partnerships, S-corps, individuals, and trusts. You will mentor the tax team, drive process excellence, and advise on strategic tax planning for high-net-worth clients.

The role focuses on real estate partnerships, cross-functional collaboration with advisory teams, and delivering high-quality client service with integrity and professionalism.

Qualifications

• 5+ years of public accounting experience with expertise in partnerships (real estate preferred), S-corporations, individuals and trusts.
• Strong supervisory and leadership experience.
• Strong knowledge of U.S. tax regulations and compliance.
• Proficiency in CCH Tax.
• Ability to work independently and collaboratively in a team environment.
• Excellent analytical and client service skills.

Responsabilités

• 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.

Connaissances

Public accounting

Partnerships tax

S-corporations

Individuals & trusts tax

Leadership

Tax research

CPA preferred

Formation

Bachelor's degree in accounting/finance

Master's in Taxation preferred

CPA designation preferred

Outils

CCH Tax

Description du poste

Title: Associate Director Taxation – Argent Wealth Management

Location: Waltham, MA

Your Future Team

Investments, estate, tax and financial planning – all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience comprehensive and personal wealth management services. Our practice is steeped in a tradition of client service and personal relationships. We built these relationships over 30 years of being devoted to helping individuals and their families achieve their financial goals.

At Argent, behind every business decision is a single core belief: Do what's best for our clients. From continual training of our team on the latest estate and tax strategies and implementing modern investment research technology, to discovering better ways to improve client service, it's all about our clients. We aim to simplify our clients' lives, find solutions, and create long-lasting, trusted relationships.

Position Overview

The taxation team within Argent Wealth Management serves as an important strategic partner to our advisory team in working with our clients. The Associate Director Taxation is an important leadership role responsible for overseeing the preparation and review of complex tax returns for partnerships (with a focus on real estate), S-corporations, individuals, and trusts. You will guide operational excellence, help grow the tax practice, mentor the tax team, and provide strategic solutions to deliver quality client service.

What You'll Do

Tax Compliance & Preparation

• 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.

Leadership & Team Development

• 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.

What You’ll Bring

• Bachelor's degree in accounting, finance, or related field (Master's in Taxation preferred)
• CPA designation strongly preferred (alternative Enrolled Agent designation or JD)
• 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.

What We Offer

• 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

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER

Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.