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Hightower Advisors · 6 days ago

Associate Director Taxation - Argent Wealth Management

Waltham, MA

Full-time

Hybrid

Mid, Senior Level, Lead/Staff

5+ years exp

Hightower Advisors is a wealth management firm providing comprehensive financial services. The Associate Director Taxation will oversee the preparation and review of complex tax returns, guide operational excellence, and mentor the tax team while ensuring compliance with tax laws and regulations.

Financial Services

Comp. & Benefits

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

CPA designationU.S. tax regulationsCCH Tax proficiencyPublic accounting experienceLeadership experienceAnalytical skillsClient service orientationCommunication skillsProject management skillsTeam collaboration

Required

Bachelor's degree in accounting, finance, or related field

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

Preferred

Master's in Taxation

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

Hightower Advisors

Glassdoor4.1

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.

Founded in 2008

Westport, Connecticut, USA

201-500 employees