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Tax And Investment Operations Associate- Argent Wealth Management

Company: HighTower Advisors
Location: Revere
Posted on: November 22, 2022

Job Description:

Our StoryFounded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of " Well-th. rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).Your Future TeamArgent Wealth Management is a leading wealth management firm west of Boston in Waltham, MA overseeing over $2.3B in client assets. We are a very client-centric advisor and provide personalized and complete wealth management services to individuals and families encompassing investment management, financial planning, estate planning, and tax planning and preparation. We are a small team of 23 people and we work together to bring objective advice and service to our clients. We work toward a culture of collegial teamwork and support for one another with the goal to build lasting relationships with our clients.What You'll DoTax Operations Help compile and communicate tax organizers Scan all tax workpapers and track their progress through the CCH Axcess document management system Monitor workflow processes to help ensure smooth operational workflows File all electronic tax returns with the proper federal and state tax authorities and verify acceptance. Review and package returns or upload to CCH Tax Prep Invoices Complete multiple Secretary of State corporate filings Download 1099s Back-up Receptionist/Office AdminInvestment Operations Maintain Salesforce database Download monthly/quarterly statements - update Orion accordingly Help with quarterly reporting Help with quarterly client billing Support import process of files into reconciliation and accounting systems. Reconcile assigned accounts daily/monthly to ensure that all accounts are balanced to the most current date. Use custodian online tools to obtain account information. Partner with our portfolio accounting software and tax software providers to ensure reconciliation and data integrity while also aiming to uncover opportunities for improvement.What You'll Bring: Minimum 3 plus years' experience in a tax administration or operations role Proficient with Microsoft products (Excel can maintain complex spreadsheets) Experience with CCH Axcess, Salesforce or Orion Portfolio Management Systems a plusAN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

Keywords: HighTower Advisors, Revere , Tax And Investment Operations Associate- Argent Wealth Management, Executive , Revere, Massachusetts

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