High Net Worth Tax Specialist

4 weeks ago


Westwood, United States Distinct Full time

This esteemed role as a High Net Worth Tax Specialist offers the perfect blend of challenge and opportunity for personal and professional growth at Distinct North America.

Company Overview

Distinguished by their exceptional employee satisfaction, this firm prioritizes staff wellbeing and development. With access to cutting-edge software and technology, you'll have the tools needed to excel and progress with this esteemed organization.

Job Description

As a High Net Worth Tax Specialist on the HNW Tax team, you will be responsible for:

  • Complex tax compliance for high net worth individuals, trusts, and estates
  • Tax research and Tax Planning
  • Mentorship and review of junior staff members' work

You will enjoy a comprehensive benefits package, including generous PTO + holidays (plus 4th of July and Thanksgiving week off), summer Fridays off, comprehensive medical, dental, and vision plans, access to physical and mental health resources, 401(k) with employer match + profit-sharing contributions, reimbursement for CPA review courses and a bonus upon exam completion, and annual bonuses.

Compensation and Benefits

The estimated salary range for this position is $115,000 - $150,000 per year, based on industry standards and location in Westwood, MA. The benefits offered include:

  • 401(k) matching
  • AD&D insurance
  • Continuing education credits
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Employee discount
  • FAMILY LEAVE
  • Flexible schedule
  • Flexible spending account
  • Food provided
  • Gym membership
  • Health insurance
  • Health savings account
  • LIFE INSURANCE
  • Opportunities for advancement
  • Paid time off
  • Parental leave
  • Professional development assistance
  • Profit sharing
  • Referral program
  • Relocation assistance
  • Retirement plan
  • Tuition reimbursement
  • Vision insurance
  • Wellness program
  • Work from home
About Distinct North America

DISTINCT NORTH AMERICA IS A LEADING FIRM IN PUBLIC ACCOUNTING.



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