Tax Director

2 weeks ago

Wakefield, United States BSA-Tech Full time

**Responsibilities Include**
- Provide tax planning and compliance services for high net worth individuals, estates and trusts
- Conduct multi-state tax filings
- Perform tax accruals
- Manage a portfolio of clients
- Serve as a trusted advisor, offering clients industry expertise and knowledge
- Work closely with engagement teams to continually add value to clients
- Train and mentor tax associates

**Qualifications Include**
- Excellent interpersonal, communication, and client relationship management skills
- Strong research and analytical skills
- Prior experience with ProSystem fx Tax, BNA products, and CCH Intelliconnect is desired
- CPA certification is required

Pay: $200,000.00 - $220,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance

Schedule:

- Monday to Friday

**Experience**:

- high net worth individuals: 5 years (required)

License/Certification:

- CPA (required)

Ability to Commute:

- Wakefield, MA 01880 (required)

Ability to Relocate:

- Wakefield, MA 01880: Relocate before starting work (required)

Work Location: In person

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