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Tax Preparer / Tax Associate

Vaillancourt & Lefebvre Wealth Management, LLC • Salem, NH, US • published 2026-10-06 01:33:33.801580

Description

Tax Preparer / Tax Associate **Vaillancourt \& Lefebvre Wealth Management** **Salem, NH \| In\-Office \| Full\-Time or Part\-Time** Vaillancourt \& Lefebvre Wealth Management is seeking an experienced **Tax Preparer / Tax Associate** to join our growing financial services firm in Salem, NH. This position is ideal for someone who enjoys tax preparation but wants to work in an environment where tax planning is integrated with a client's overall financial picture. Our tax department primarily serves existing financial planning and wealth management clients, allowing our team to develop long\-term relationships and provide more proactive, comprehensive service. Responsibilities * Prepare individual federal and state income tax returns * Prepare select business returns, including corporations and partnerships * Prepare trust and estate tax returns as needed * Review client tax documents for completeness and accuracy * Assist with tax planning and projections throughout the year * Identify potential tax issues, planning opportunities, and missing information * Communicate with clients regarding tax documents, questions, and outstanding items * Work closely with our financial advisors and...

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