Boston, Massachusetts, United States · On-site
$100k–$115k/yr
Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goal…
Skills: Tax Administration, Tax Filing, Project Management, Mentoring, Billing Management
Newton, Massachusetts, United States · On-site
$50k–$60k/yr
Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goal…
Skills: Multitasking, Organizational Skills, Customer Service, Communication Skills, Salesforce
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Manage tax programs to ensure timely filing of returns, payment of liabilities, and accurate billing of chargeable services. Oversee and mentor other tax administrators while providing administrative support to the Co-Head of Family Office Tax Services.
Requires a minimum of seven years of administrative experience supporting tax professionals and proficiency in standard office software. A bachelor's degree in a business-related discipline and experience with trust accounting systems like CCH are preferred.
RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations.
Our team of professionals operates from six offices across the nation, serving over 6,000 clients and managing over $20 billion in assets.
We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners.
The primary responsibility for this position is management of tax programs and procedures designed to ensure timely and accurate filing of all tax returns, timely payment of all tax liabilities, and timely and accurate billing of all chargeable services related to any accounts for which the Tax Services department has responsibility.
The Senior Tax Administrator is also responsible for recordkeeping of tax filings and providing general administrative support to the Co-Head of Family Office Tax Services and oversight of all tax administrators’ assignments and projects.
The anticipated base salary range for this position is $100,000-$115,000. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions.
RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
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Wealth Is Human
RWA Wealth Partners offers a personalized boutique experience. Our seamless integration of sophisticated financial planning with comprehensive wealth management is designed to meet the unique needs of each client. We are committed to providing guidance that is objective, transparent, and aligned with your best interests.
Offices: Prudential Tower | 800 Boylston Street, Floor 30, Boston, MA, Boston, MA 02199, US
Wealth Is Human
RWA Wealth Partners offers a personalized boutique experience. Our seamless integration of sophisticated financial planning with comprehensive wealth management is designed to meet the unique needs of each client. We are committed to providing guidance that is objective, transparent, and aligned with your best interests.
Offices: Prudential Tower | 800 Boylston Street, Floor 30, Boston, MA, Boston, MA 02199, US
