Join a team that is proud to be nationally recognized as a "Best in State Wealth Management Team" by Forbes for the work we do for our clients and their families.
The Tax Senior Associate plays an essential role in this mission by focusing on the preparation and review of individual tax returns. This role also includes Financial Planning and the delivery of basic and accurate financial planning analysis and advice.
Benefits:
Primary Responsibilities:
Prepare and review individual 1040 tax returns:
Create financial plans:
Job Type: Full-time
Pay: $80,000.00 - $110,000.00 per year
Benefits:
Education:
Experience:
License/Certification:
Work Location: Hybrid remote in Wellesley Hills, MA 02481
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