Top 27 Tax associate Jobs in New Gloucester Me

Assistant Vice President, Wealth Management (5-7 years of experience required)
R. M. Davis, Inc. —Portland, ME
- Up to $125,000 a year
- Full-time
- Background check
- CPA
- 5 years
- Profit sharing
- Health savings account
Quick Apply
Accounting Specialist / Senior Accounting Specialist
Purdy Powers & Company —Portland, ME
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Free parking
- Profit sharing
Quick Apply
13h
Financial Advisor
Edward Jones —Bath, ME
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Data Entry/Payroll Specialist - Lewiston Office
SeniorsPlus —Lewiston, ME
- $19.35 - $20.95 an hour
- Urgently hiring
- Hybrid work
- Background check
- Customer service
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Payroll Specialist
Spurwink Services —Portland, ME
- Full-time
- Mid-level
- Office
- Finance
- Paid training
- Disability insurance
Quick Apply
Pre-Season Tax Professional
H&R Block —Portland, ME
- $16.75 - $80.00 an hour
- Full-time
- Windows
- High school diploma or GED
- Business development experience
- Health insurance
- Employee assistance program
Accounting Specialist
Thayer LLC —Auburn, ME
- Writing skills
- Mid-level
- Windows
Quick Apply
12d
Associate, Asset Management
Northeast Bank —Lewiston, ME
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid time off
Quick Apply
Assistant Vice President - Actuarial
Gallagher Re —Portland, ME
- $73,000 - $142,500 a year
- Full-time
- Remote
- 3 years
- Math
- Bachelor's degree
- Paid parental leave
- Health savings account
Public Accounting Professional/CPA - Portland, Maine
Pelletier, Chase & Associates —Portland, ME
- $65,000 - $90,000 a year
- Full-time
- Microsoft PowerPoint
- Microsoft Word
- 7 years
- Free parking
- Wellness program
Quick Apply
6d
Appraiser I/II
Cumberland County Government —Portland, ME
- $25.62 - $31.80 an hour
- Full-time
- Mid-level
- 3 years
- Driver's License
- Wellness program
- Tuition reimbursement
Wealth Advisory Analyst - Vigilant Wealth Management
HighTower Advisors —Portland, ME
- $60,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Office
- Finance
- Health savings account
- Disability insurance
Quick Apply
SENIOR TAX ACCOUNTANT
Albin, Randall & Bennett —Portland, ME
- CPA
- Research
- Office
Senior Auditor, Manufacturing, Retail & Distribution Industry
Wipfli —South Portland, ME
- Hybrid work
- CPA
- Research
- Mid-level
Assistant Vice President, Wealth Management
R. M. Davis —Portland, ME
- CPA
- 5 years
- Office
- Disability insurance
- Health insurance
Tax Manager or Senior Manager - Ultra-High Net Worth Practice
Frank Rimerman and Co LLP —United States
- $120,000 - $230,000 a year
- Full-time
- 6 years
- Management
- CPA
Tax Senior
Distinct Recruitment —United States
- $100,000 - $105,000 a year
- Full-time
- Remote
- CPA
- 1 year
- Senior level
- Health insurance
- Dental insurance
Quick Apply
6d

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Tax Associate
Distinct —Columbus, OH
They are particularly interested in Tax Associates with anywhere from two to four years of public accounting experience.
$70,000 - $90,000 a year
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7d
Staff Accountant
Credit Union of Ohio —Hilliard, OH
Performs a variety of accounting transactions for the credit union as well as member related payments and other transactions. Review and examine financial data.
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Assistant Vice President, Wealth Management (5-7 years of experience required)

R. M. Davis, Inc.
Portland, ME

Quick Apply

Job Details

Full-time
Up to $125,000 a year

Benefits

Profit sharing
Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Life insurance
Referral program
Retirement plan

Qualifications

CFP
CPA
Bachelor's degree
Client services experience
Newsletters (communication methods)
Financial services
Business Administration
Tax experience

Full Job Description

Assistant Vice President, Wealth Management

____________________________________________________________________________

Company Overview

R.M. Davis is a leading provider of wealth management and investment advisory services to clients in more than forty states and five countries. The firm has approximately $8 billion in assets under management, and seventy employees across offices in Portland, ME and Portsmouth, NH. We are dedicated to delivering exceptional client service while maintaining a modern, secure, and resilient technology environment.

Position Overview

The Assistant Vice President, Wealth Management is a key contributor and trusted resource for clients, Client Advisors, and Client Relationship Associates. This role supports a wide range of wealth management services, with a strong emphasis on tax planning, financial planning, and client service.

KEY RESPONSIBILITIES

Client & Advisor Support

Lead monthly client work meetings with Client Advisors and Client Relationship Associates. Attend meetings with clients, as requested by Advisors
Develop internal presentations and materials on financial planning, tax, and risk management topics. Participate in educational presentations in client forums and with third parties
Provide support to annual Medicare open enrollment process

Tax-Related Support & Planning

Serve as a resource and counsel for clients on basic tax-related questions and inquiries
Participate in meetings with clients’ accountants and trust & estate attorneys to identify tax and financial planning opportunities
Contribute to the creation of client content, including newsletters on timely tax topics
Support clients and Advisors with tax-planning strategies (i.e., Roth conversions), executive compensation, stock option planning, business succession planning, and real estate tax considerations

Operational & Team Support

Assist with maintaining the Wealth Management resource library, departmental templates, email inbox, and SharePoint content
Document, save and organize all materials related to client(s) correspondence

Qualifications

Bachelor’s degree in Business Administration, Finance, or a related field
5 - 7 years of experience in the wealth management or accounting/tax industry
CPA designation preferred
Willingness to obtain the CFP designation within two years of hire
Interest in developing expertise in tax planning, insurance analysis, Social Security, Medicare, retirement planning, annuities, charitable giving, and education planning
Strong interpersonal, written and verbal communication skills. Prior client-facing experience preferred
Familiarity with financial planning concepts and software programs, such as MoneyGuide Pro

Benefits

Competitive compensation and bonus opportunity, 401(k) with employer contribution, 100% company‑paid health insurance, generous paid time off, parental leave, education reimbursement, disability insurance, and a collaborative office culture.

Additional Information

FLSA Status: Exempt
R.M. Davis is an Equal Opportunity Employer

To apply, please submit a cover letter and resume to Human Resources at [email protected].

Job Type: Full-time

Pay: Up to $125,000.00 per year

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Referral program
Retirement plan
Tuition reimbursement

Compensation Package:

Bonus opportunities
Profit sharing

Application Question(s):

Do you have the CFP designation?
Do you have the CPA designation?

Education:

Bachelor's (Required)

Experience:

Client services: 5 years (Required)

Ability to Commute:

Portland, ME 04101 (Required)

Work Location: In person

Quick Apply

Refine Your Search

tax associate jobs in new gloucester me

Assistant Vice President, Wealth Management (5-7 years of experience required)

Accounting Specialist / Senior Accounting Specialist

Financial Advisor

Data Entry/Payroll Specialist - Lewiston Office

Payroll Specialist

Pre-Season Tax Professional

Accounting Specialist

Associate, Asset Management

Assistant Vice President - Actuarial

Public Accounting Professional/CPA - Portland, Maine

Appraiser I/II

Wealth Advisory Analyst - Vigilant Wealth Management

SENIOR TAX ACCOUNTANT

Senior Auditor, Manufacturing, Retail & Distribution Industry

Assistant Vice President, Wealth Management

Tax Manager or Senior Manager - Ultra-High Net Worth Practice

Tax Senior

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