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Tax Director with Wealth Management Firm
Bedford, New Hampshire, United States
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Job Title: Tax Director

Company Profile: Boutique Wealth Management Firm with Tax Operations

Role Summary: Primary point of contact with clients to service tax compliance & planning needs

Compensation: Up to $190k base + annual bonus & full benefits

Hybrid Schedule: 3 days in office (Bedford, NH 03110)

Target Start Date: Within next 30 days


We're a boutique Wealth Management firm based in Bedford, NH that's been in business for 40+ years servicing our clients for their financial advising & tax needs.


We are looking to find a high level licensed tax professional at the Tax Senior Manager / Director level to continue servicing our clients for their tax compliance & advisory needs. The current Director is looking to transition more to the Wealth Management pathway, which is the cause for the role opening up.


Qualifications


  • CPA or EA licensed
  • Local to the Bedford, NH market
  • 10+ years of tax experience
  • Comfortable with client facing work (majority of our work after 4/15 is tax planning & strategy)


Compensation & Benefits


  • Base; Up to $190k base
  • Annual bonus
  • 401k
  • Benefits


If you're interested to apply, please submit your application or email me directly at kyle.westhorpe@levelociti.com


To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/


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