Senior Tax Manager – Private Client Services | Boston | $190k

  • 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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