Senior Tax
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Masis Professional Group is seeking a Tax & Wealth Planning Strategist to join its Boston-based team. The role focuses on tax strategy, wealth transfer, liquidity events, and tax-aware investments, partnering with internal teams rather than building a personal book of business.
The ideal candidate has 8–10+ years in wealth management or related fields and advanced credentials such as CFP, CPA, or JD. Excellent presentation and client-facing skills are essential.
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