Job description

Join a team that is proud to be nationally recognized as a "Best in State Wealth Management Team" by Forbes for the work we do for our clients and their families. As a premier provider of all things financial, our mission is to provide customized advice along with personalized service to help our clients and their families feel confident and in control of their financial lives.

The Tax Senior Associate plays an essential role in this mission by focusing on the preparation and review of individual tax returns. This role also includes Financial Planning and the delivery of basic and accurate financial planning analysis and advice.

Benefits:

• Hybrid/remote work available
• Paid time off/paid holidays
• Paid volunteer opportunities
• Company donation match
• Health Dental & Vision Insurance
• Health Savings Account
• 401k w/company match
• Company paid insurances: short-term disability, long-term disability, long-term care, AD&D

Primary Responsibilities:

Prepare and review individual 1040 tax returns:

• Gather, analyze and enter data through interactions with clients and Financial Advisors
• Review prepared return to prior year and notes
• Document advice in a robust and meaningful way with some support
• Finalize tax returns
• Research and write responses to client’s questions.
• Prepare tax projections and Roth IRA conversions.
• Support and assist with the tax return process.
• Update trackers to ensure the client’s information is received, tax returns prepared, and are then communicated to each client
• Properly document interactions with clients and assumptions used in preparation of the tax returns and projections.

Create financial plans:

• Gather, analyze & enter data
• Document advice in a robust and meaningful way with some support
• Research and prepare product recommendations to implement on advice with support
• Prepare proposals as necessary
• Assist in answering questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.
• Attend client meetings upon request.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work from home

Schedule:

• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• Personal Taxation: 2 years (Required)
• Reviewing 1040 Returns: 1 year (Required)

License/Certification:

• CPA (Required)

Work Location: Hybrid remote in Wellesley Hills, MA 02481

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