Associate Director Taxation - Argent Wealth Management

Hightower Advisors • Waltham, MA

2d • Hybrid

About The Position

Your Future Team Investments, estate, tax and financial planning – all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience comprehensive and personal wealth management services. Our practice is steeped in a tradition of client service and personal relationships. We built these relationships over 30 years of being devoted to helping individuals and their families achieve their financial goals. At Argent, behind every business decision is a single core belief: Do what's best for our clients. From continual training of our team on the latest estate and tax strategies and implementing modern investment research technology, to discovering better ways to improve client service, it's all about our clients. We aim to simplify our clients' lives, find solutions, and create long-lasting, trusted relationships. Position Overview The taxation team within Argent Wealth Management serves as an important strategic partner to our advisory team in working with our clients. The Associate Director Taxation is an important leadership role responsible for overseeing the preparation and review of complex tax returns for partnerships (with a focus on real estate), S-corporations, individuals, and trusts. You will guide operational excellence, help grow the tax practice, mentor the tax team, and provide strategic solutions to deliver quality client service.

Requirements

• Bachelor's degree in accounting, finance, or related field (Master's in Taxation preferred)
• CPA designation strongly preferred (alternative Enrolled Agent designation or JD)
• 5 or more years of experience in public accounting, with demonstrated expertise in partnerships (real estate preferred), S-corporations, 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.

Responsibilities

• Prepare and review federal, state, and local tax returns for partnerships, S-corporations, individuals, and trusts.
• Ensure all 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.
• Maintain up-to-date knowledge of tax legislation and evaluate its impact on clients and our 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, being 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
• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• Potential hybrid model work schedule – minimum of 3 days in office
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

What This Job Offers

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