Associate Director of Taxation - Argent Wealth Management

Hightower Advisors • Waltham, MA

10d • Onsite

About The Position

The Associate Director of Taxation is a leadership role on Argent Wealth Management’s taxation team, which partners strategically with the advisory team to serve clients. The role oversees the preparation and review of complex federal, state, and local tax returns for partnerships—with a focus on real estate—S-corporations, individuals, and trusts. The Associate Director helps drive operational excellence, grow the tax practice, mentor team members, and provide strategic tax solutions and quality client service.

The role also involves responding to tax audits and notices, conducting technical research, monitoring tax legislation, managing team workflow, and advising clients on tax planning and the tax implications of business transactions, investments, and estate planning. The position is associated with a potential hybrid schedule requiring at least three days in the office; the posting also identifies the role as onsite with “#LI-Onsite.”

Requirements

• Bachelor’s degree in accounting, finance, or a related field.
• Five or more years of public accounting experience.
• Demonstrated expertise in partnership tax, S-corporations, and 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.
• U.S. citizenship, U.S. permanent residency, or other unrestricted U.S. work authorization; must not require sponsorship now or in the future.

Nice To Haves

• Master’s degree in Taxation preferred.
• CPA designation strongly preferred; an Enrolled Agent designation or JD is listed as an alternative.
• Partnership tax experience focused on real estate is preferred.

Responsibilities

• Prepare and review federal, state, and local tax returns for partnerships, S-corporations, individuals, and trusts.
• Ensure tax 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.
• Stay current on tax legislation and evaluate its impact on clients and the 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 as a trusted advisor.
• Provide strategic tax planning and consulting services.
• Advise clients on tax implications of business transactions, investments, and estate planning.
• Help guide operational excellence and grow the tax practice.

Benefits

• Great compensation package plus discretionary bonus.
• Medical, dental, and vision insurance coverage beginning on the first day of employment.
• Paid parental leave: 16 weeks for a primary caregiver and 8 weeks for a secondary caregiver.
• Potential hybrid work schedule, with a minimum of three days in the office.
• 401(k) matching plan.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior