Tax Professional / Wealth Management Professional
About The Position
Our client, a well-established and growing tax and wealth management firm in Salem, is seeking talented professionals to join its team. This is not a traditional public accounting environment. The firm has built its reputation by helping clients integrate tax planning, wealth management, retirement planning, investment strategies, and long-term financial planning into one coordinated approach. Professionals have the unique opportunity to work closely with clients throughout the year and become trusted advisors who impact important financial decisions. If you're looking for a career where relationships matter, where you can expand beyond compliance work, and where your work directly improves clients' financial lives, we'd welcome a confidential conversation.
Requirements
- Tax Accountant
- Tax Senior
- Tax Manager
- CPA
- Enrolled Agent (EA)
- Financial Planner
- Wealth Advisor
- Public Accounting Professional
- Client Advisory Services (CAS) Professional
- Enjoy working directly with clients
- Building long-term relationships
- Serving as trusted advisors
Responsibilities
- Prepare and review tax returns
- Identify proactive tax-saving strategies
- Assist clients with tax planning and projections
- Research complex tax matters
- Help clients navigate tax law changes
- Build and maintain strong client relationships
- Participate in financial planning discussions
- Assist clients with business and personal financial decisions
- Collaborate with wealth management professionals
- Provide year-round guidance and support
- Participate in retirement planning conversations
- Assist with investment and financial planning initiatives
- Help clients develop long-term wealth strategies
- Coordinate planning efforts across multiple service areas
Benefits
- Competitive compensation
- Career advancement opportunities
- Professional development support
- Collaborative team culture
- Strong client relationships
- Long-term stability and growth potential
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
