- Location: Boston, MA
- Type: Direct
- Job #30022
Senior Tax Manager – Private Client Services / HNW
$155K–$190K Base | Flexible Hybrid | Boston
A leading top 100 CPA and business advisory firm is seeking a Senior Tax Manager to join its Private Client Services team, supporting high-net-worth individuals, multi-generational families, trusts, estates, and fiduciary tax matters.
This is a strong opportunity for an experienced tax professional who wants sophisticated client work, leadership exposure, and a more balanced public accounting environment.
Key Responsibilities:
- Lead advanced tax planning for HNW individuals, families, trusts, and estates
- Review complex Forms 1040, 1041, 706, and 709
- Serve as a trusted advisor across income, estate, gift, and fiduciary tax matters
- Manage multiple client engagements, workflows, and deliverables
- Mentor and develop Managers, Supervisors, and Associates
- Support client retention, growth, networking, and business development efforts
Qualifications:
- 8+ years of technical tax experience in public accounting
- 3+ years in a managerial role
- Strong HNW individual tax experience
- CPA, EA, or JD required
- Bachelor’s or Master’s degree in Accounting or Taxation
- Strong communication, leadership, research, and client advisory skills
Additional Details:
- Saturdays expected during busy season
- Summer Fridays
- Unlimited PTO
- Relaxed environment
If you are interested in learning more, please apply directly to this ad or email Marek at [email protected].
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