Tax Director with Wealth Management Firm

Job Title: Tax Director

Company Profile: Boutique Wealth Management Firm with Tax Operations

Role Summary: Primary point of contact with clients to service tax compliance & planning needs

Compensation: Up to $190k base + annual bonus & full benefits

Hybrid Schedule: 3 days in office (Bedford, NH 03110)

Target Start Date: Within next 30 days

We're a boutique Wealth Management firm based in Bedford, NH that's been in business for 40+ years servicing our clients for their financial advising & tax needs.

We are looking to find a high level licensed tax professional at the Tax Senior Manager / Director level to continue servicing our clients for their tax compliance & advisory needs. The current Director is looking to transition more to the Wealth Management pathway, which is the cause for the role opening up.

Qualifications

• CPA or EA licensed
• Local to the Bedford, NH market
• 10+ years of tax experience
• Comfortable with client facing work (majority of our work after 4/15 is tax planning & strategy)

Compensation & Benefits

• Base; Up to $190k base
• Annual bonus
• 401k
• Benefits

If you're interested to apply, please submit your application or email me directly at kyle.westhorpe@levelociti.com

To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/