Associate Financial Advisor/Tax Attorney [CPA]

Wellesley, MA

We are seeking an Associate Financial Advisor/Tax Attorney [CPA]. Ideal candidate will be a self-starter who is organized and detail oriented and who will excel in working in a client-focused team environment. This position requires exceptional communication and presentation skills and provides a unique and highly rewarding career path for the right candidate.

Support one of our Counselors (financial advisors) in the Greater Boston area, regarding issues such as:
  • Income tax planning, including federal and state tax return preparation and tax dispute resolution
  • Public and private company stock, stock options, restricted stock units, and stock purchase plans
  • Retirement and other forward-looking financial planning
  • Estate plan architecture; gifting strategies; estate and gift taxes
  • Investment portfolio construction and management; long-term investment strategy
  • One or more of the following credentials, or substantial progress toward: law degree (JD, LLM); advanced tax degree/designation (Master of Taxation, LLM, CPA, EA, CFP); CFA
  • 2-3 years of professional experience in finance, accounting, law, and/or taxation -
  • Exceptional interpersonal and communication skills: the successful candidate eventually is expected to work with clients, give group presentations, and participate in new business development
  • Works effectively in a team environment
  • Detail-oriented and strong organizational skills
  • Extensive Microsoft Excel experience and good overall computer skills
Desired Experience
  • Knowledge and experience with individual income tax issues & return preparation
  • Series 65

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Must be authorized to work in the United States.

Our company policy requires that all employees provide COVID vaccination and booster records.

GW & Wade is committed to offering a comprehensive benefits plan that is a part of total compensation. Benefits include health insurance, dental insurance, profit share, a healthcare reimbursement account, life insurance coverage, and a generous holiday and paid time off policy.

GW & Wade is an equal opportunity employer, committed to the strength of a diverse workforce.

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