Director of Tax Services Position Available In Norfolk, Massachusetts

Director of Tax Services Beck Bode, LLC Dedham, MA Job Details Full-time $80,000 – $110,000 a year 1 day ago Benefits Paid holidays Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Flexible schedule Life insurance Qualifications Wealth management CPA Microsoft Office Finance Bachelor’s degree Organizational skills Senior level AI Enrolled Agent Accounting Communication skills Tax experience Full Job Description At Beck Bode , we believe in relentlessly pursuing big goals —ours, yours, and our clients.’ We prioritize family, health, and holistic fitness because we know true wealth includes the ability to enjoy life fully. Our team is driven by a growth mindset, always seeking new ways to improve and deliver exceptional value. We specialize in helping high-net-worth individuals, families, and businesses achieve their financial goals through goals-based planning, fee-only portfolio management, and soon, comprehensive tax planning. We are seeking a detail-oriented and knowledgeable Client Tax Specialist to join our team and contribute to our clients’ financial success.

Job Summary:

The Client Tax Specialist will be responsible for preparing and reviewing individual tax returns while ensuring compliance with federal, state, and local tax regulations. This role requires a deep knowledge of tax law – particularly in Massachusetts, New Hampshire, and Michigan, where our offices are located – as well as the ability to develop and implement tax planning strategies that optimize our clients’ financial well-being. At Beck Bode, we encourage our team members to think critically, challenge the status quo, and contribute innovative ideas that enhance both the client experience and our operational effectiveness. As a key member of our growing team, the Client Tax Specialist will collaborate closely with financial advisors and clients to ensure tax efficiency within their broader financial plans. This role offers a unique opportunity to contribute to the growth and evolution of our tax program, with a focus on creating streamlined and effective solutions that meet our clients’ tax needs today and in the future.

Key Responsibilities:

• Research and interpret tax laws and regulations to ensure compliance and minimize tax burdens.
• Prepare and review federal, state, and local tax returns for individuals, trusts, and estates.
• Stay current on changes in tax legislation and industry best practices.
• Maintain accurate and up-to-date tax documentation and records.
• Provide proactive tax planning strategies to optimize clients’ financial situations.
• Analyze client financial records to determine tax liabilities and deductions.
• Assist clients with IRS and state tax correspondence and audits, as needed.
• Provide exceptional client service by responding to inquiries and concerns promptly.
• Collaborate with financial advisors to integrate tax strategies with overall wealth management plans.
• Contribute to the development and enhancement of our tax program for the 2025 tax year and beyond, focusing on streamlined processes and innovative strategies.

Qualifications & Skills:

• Excellent analytical, problem-solving, and organizational skills.
• Strong communication skills with the ability to explain tax concepts to clients in a clear and concise manner.
• Ability to work independently and as part of a team in a fast-paced environment.
• High level of integrity and confidentiality.
• Growth mindset, always looking for ways to enhance the status quo.
• Minimum of 5 years’ experience in tax preparation, preferably within wealth management or financial services.
• Bachelor’s degree in Accounting, Finance, or a related field preferred.
• CPA, EA, or similar tax certification preferred.
• Strong knowledge of federal and state tax codes and compliance regulations.
• Comfortable adopting new software and AI tools to enhance accuracy and efficiency.
• Proficiency in tax preparation software and Microsoft Office Suite.

Benefits & Perks:

• Competitive salary commensurate with experience
• Health, dental, and vision insurance
• Company Paid STD and Life Insurance
• Retirement plan with company match
• Paid time off, holidays, and summer Fridays
• Continuing education and professional development opportunities

Job Type:

Full-time Pay:

$80,000.00 – $110,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Paid time off Vision insurance Application Question(s): Have you had experience preparing individual tax returns? Ability to

Commute:

Dedham, MA 02026 (Required)

Work Location:

Hybrid remote in Dedham, MA 02026