Tax Specialist/Wealth Advisory Associate

Siena Private Wealth; United States; Hybrid; USD 70,000 - 100,000; Full time

Job summary

Siena Private Wealth is seeking a Tax Specialist/Wealth Advisory Associate to build a tax preparation service for wealth advisory clients. The role involves managing tax processes, advising on tax strategies, and contributing to wealth advisory services. This position offers flexibility with remote or hybrid work arrangements and competitive compensation.

Benefits

Comprehensive medical and dental benefits

401(k) retirement plan with employer matching

Paid maternity and paternity leave

Paid Sabbatical Program

Charitable contribution matching program

Flexible scheduling options

Qualifications

• Experience preparing individual and business tax returns.
• Strong communication skills to explain complex tax concepts.
• Proficiency with tax preparation software.

Responsibilities

• Manage the complete tax preparation process for clients.
• Provide strategic tax planning advice to minimize tax liabilities.
• Stay current on tax law changes and their implications.

Skills

Communication

Detail-oriented

Client-focused

Education

Active Enrolled Agent (EA) designation or Certified Public Accountant (CPA) license

Willingness to pursue Certified Financial Planner (CFP) designation

Tools

Tax preparation software

Job description

Tax Specialist/Wealth Advisory Associate

Tax Specialist/Wealth Advisory Associate

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Personal Financial Advisor at Siena Private Wealth

We are seeking an experienced Enrolled Agent or CPA to build out a tax preparation service for our wealth advisory clients. In this role, you will build our tax preparation service from the ground up – selecting and implementing software solutions, establishing efficient processes, and designing the entire client experience. You'll also contribute to our broader wealth advisory practice as we grow. This is a unique opportunity to craft a tax service offering within an established wealth management firm, with the flexibility of remote or hybrid work arrangements.

The ideal candidate would have substantial experience preparing tax returns for high-net-worth individuals and small business owners, and a proven track record of (i) providing excellent service to clients, (ii) being self-motivated, and (iii) working independently. Compensation and benefits are highly competitive, and, for the right candidate, this can a hybrid or fully-remote position.

Key Responsibilities

Tax Services (Primary):

• Manage the complete tax preparation process for individual and business clients
• Conduct client meetings to collect necessary tax information and documentation
• Prepare and file accurate tax returns for individuals and businesses
• Communicate with the IRS and state tax authorities on behalf of clients when necessary
• Provide strategic tax planning advice to minimize tax liabilities
• Stay current on tax law changes and their implications for clients
• Select and implement tax preparation software and establish efficient workflows
• Develop standardized processes and documentation for the tax practice

Wealth Advisory (Secondary):

• Participate in comprehensive financial planning engagements
• Assist in developing and running personal financial plans for clients
• Contribute to client meetings and presentations
• Collaborate with team members to deliver integrated wealth management solutions

Qualifications

• Required: Active Enrolled Agent (EA) designation or Certified Public Accountant (CPA) license
• Required: Proven experience preparing individual and business tax returns
• Required: willingness to pursue Certified Financial Planner (CFP) designation
• Strong communication skills with the ability to explain complex tax concepts clearly
• Detail-oriented with excellent organizational abilities
• Proficiency with tax preparation software
• Client-focused mindset with exceptional service orientation

We're looking for someone who:

• Has genuine empathy and cares about the people they serve
• Takes pride in their work and is committed to delivering exceptional client service
• Can work collaboratively as part of our team while also being a self-starter
• Is self-motivated with the ability to manage projects independently
• Demonstrates integrity and puts clients' best interests first in all situations

While business development is not an expectation for this role, nor a basis of compensation, we value team members who are enthusiastic about our practice's growth potential. The ideal candidate will be proactive in promoting our services through their professional networks and community involvement.

• Location: West Hartford, CT (remote or hybrid options available)
• Flexible work arrangements with collaborative team culture
• Supportive environment for professional development and certification
• Progressive team, committed to diversity, equity and inclusion
• Salary commensurate with experience. Range of $70,000 - $100,000 (plus discretionary bonuses)
• Comprehensive medical and dental benefits available
• 401(k) retirement plan with employer matching
• Paid maternity and paternity leave
• Paid Sabbatical Program, beginning with 4 weeks of paid leave at 5 year anniversary
• Charitable contribution matching program
• Work-life balance with flexible scheduling options
• Opportunity to grow within an expanding boutique practice

How to Apply

Please email your resume to [e-mail]. In your email, please note your current location and interest in in-person, hybrid, or remote work.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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