Associate Director of Taxation - Argent Wealth Management

Hightower • Waltham, MA

12d • Hybrid

About The Position

The Associate Director of Taxation is a leadership role on Argent Wealth Management’s taxation team, which works as a strategic partner to the advisory team. The role oversees preparation and review of complex tax returns for partnerships, particularly real estate partnerships, S-corporations, individuals, and trusts. It also supports operational excellence, growth of the tax practice, team development, and high-quality client service.

The position combines tax compliance and technical research with leadership, workflow management, client relationship building, and strategic tax planning. The successful candidate will advise clients on the tax implications of business transactions, investments, and estate planning while maintaining current knowledge of tax legislation.

Requirements

• Bachelor's degree in accounting, finance, or a related field.
• CPA designation strongly preferred; an Enrolled Agent designation or JD is an alternative.
• At least 5 years of public accounting experience, with demonstrated expertise in partnership (preferably real estate), S-corporation, 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.
• Must be a U.S. citizen, U.S. permanent resident, or otherwise have unrestricted U.S. work authorization without requiring sponsorship now or in the future.

Nice To Haves

• Master's degree in Taxation.
• Experience with real estate partnerships.

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.
• Keep current with 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.

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 3 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