(Remote) Tax Senior Associate

Geometric Wealth Advisors • Boston, MA

9d • Remote

About The Position

Geometric provides comprehensive financial planning for executives and partners in management consulting, finance, and other demanding careers. We specialize in serving partners at top-tier management consulting firms (Bain, BCG, and McKinsey). Launched in 2015, Geometric is a fast-growing, independent firm with 32 people on our team (including seven Wealth Advisors) and with clients nationwide. Unlike most firms that cater to those in or near retirement, Geometric was designed specifically for (very) high-earners who are accumulating wealth at an accelerated pace and whose financial pictures are becoming increasingly complex. Our clients have rare analytical abilities and high professional expectations. Most are between 32- and 45-years-old, and many have young children. Our offering includes three main services, all of which are bundled into a single wealth management fee and provided to essentially all clients: Financial Planning. We help our clients define their financial goals and we build comprehensive net worth projections to ensure that they are on track to achieve them, along with scenario analyses to understand the implications of career and lifestyle choices. This process also includes proactively optimizing the client’s insurance coverage, estate planning, debt management, employee benefits, college savings, charitable giving, and any other material financial decision. Portfolio Management. Our firm’s investment philosophy is central to our identity: we believe that markets are efficient, and therefore we don’t attempt to pick individual securities or time the market. Instead, we invest in low-cost, broadly-diversified, tax-efficient portfolios of passively-managed mutual funds and ETFs (such as those offered by Dimensional Fund Advisors or Vanguard), and we continuously manage portfolios in an effort to squeeze out every possible basis point from tax location, tax loss harvesting, rebalancing, etc. Tax Services. Our in-house, fully-integrated tax team prepares and files our clients’ tax returns and provides ongoing tax planning and consultation. We seek a Tax Senior Associate to join the Tax team at Geometric. The Tax Senior Associate will work alongside our current Tax team (two Tax Advisors and two Tax Senior Associates) and collaborate with our Wealth Advisors and Financial Planning team to serve our approximately 250 (and growing quickly) client families. Tax services are a critical part of our client value proposition (tax services are bundled into our core offering and provided to essentially all clients) and this role presents an opportunity to help build the Tax team and advance quickly within a high growth environment.

Requirements

• Bachelor’s degree
• Active CPA license or EA credential strongly preferred. If not currently certified, must meet educational requirements to obtain license or credential in state of employment upon hire.
• 3-5 years of relevant work experience in tax services (particularly tax return preparation and compliance) for high-net-worth individuals
• Clear and confident communication, both in writing and orally. The ability to succinctly distill complex topics into understandable form when conversing with clients and educating our internal team.
• Experience in and comfort with the tax topics relevant to Geometric’s niche client audience, and the curiosity to gain further expertise in those matters.
• A “planning mindset.” The ability to view tax planning in the broader context of a client’s financial goals.
• Knowledge of the basics of estate planning or willingness and aptitude to learn.
• Exceptional organizational skills. You should be the type of person who develops processes to ensure that everything remains organized and that nothing ever falls through the cracks.
• Airtight reliability. Always doing what you say you will do, when you say you will do it. When you take ownership of a task or project, everyone else on the team should feel comfortable knowing that it is taken care of.
• Aptitude for and comfort with technology. Both the ability to effectively use existing technology and the willingness to think strategically about how new technology could be used to improve our internal processes.
• Knowledge of (or at least willingness and aptitude to learn) the technology relevant to our tax practice: CCH Axcess, CCH AnswerConnect, BNA Income Tax Planner, and Sureprep.
• Comfort with receiving feedback with the goal of continuous professional growth.
• Service-minded, both in providing excellent service to our clients and to the rest of our team.
• Fun to work with and enjoyable to be around.

Responsibilities

• Work closely with the Tax team and Wealth Advisors to meet our clients’ holistic financial planning needs by contributing to the tax services that we provide , as described below.
• Tax compliance: Prepare and review federal and state returns (as well as any associated gift tax returns, trust returns, etc.) for our clients. Note that we have clients all over the country, and many of our clients work in multiple states throughout the year, so a basic understanding of differing state tax law will be necessary.
• Periodically assess the need for quarterly estimated tax payments and ensure that all necessary payments are made by our clients.
• Assist clients with any tax letters, notices, and audits, which includes drafting responses and communicating with the IRS and various state Departments of Revenue.
• Assess implications of US international tax reporting (including forms FinCEN 114, 8938, and 1116) for our foreign clients living in the US who have foreign bank accounts, assets, and income.
• Tax planning/consulting: Collaborate with Tax Advisors to produce and review tax projections and tax planning for a subset of our clients (e.g., clients with stock-based compensation, self-employed clients with fluctuating cashflows, and clients with multiple sources of income).
• Perform and review wage and withholding analyses to help clients achieve their preferred level of tax withholding, and help them to periodically re-calibrate as circumstances change (new jobs, etc.).
• Provide year-round assistance in consulting on tax matters/questions that come up, researching relevant topics as needed.
• Help evaluate and demo any alternatives to current software being used by the Tax team.
• Continually search for ways to improve the Tax team’s and the firm’s processes and client experience, and to speak up when they are found.
• Help to recruit, hire, train, and manage others on the Tax team as the firm continues to grow.

Benefits

• Flexible work schedule
• Health insurance
• Dental insurance
• Vision insurance
• Long-term disability benefits
• 401(k) with 5% company match and immediate vesting
• Paid parental leave (12 weeks full-time or 8 weeks full-time + 8 weeks half-time) after welcoming biological or adopted children
• Professional Development Sponsorship (annual stipend for credentials, conferences, continuing education)
• Investment portfolio management at no charge
• Tech/home office stipend
• Wellness Wednesdays (team chooses not to work for a portion of every Wednesday afternoon)
• Fully-paid, five-week sabbaticals after seven years with the firm (and every five years thereafter)

What This Job Offers

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