Senior Tax Manager

Title:
Tax Senior Manager (CPA Required)

Type:
Full-time / Perm / Fully On-site

Location:
Boston, MA

Base Salary Range:
$135K/yr - $165K/yr/annually, depending on experience.

Variable Compensation:
Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest.

Benefits:
Health care benefits (medical/dental/vision/disability), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, and other fringe benefits.

Summary:

As one of the largest wealth management (RIA) firms in the nation, our client has built a culture of continuous growth, collaboration, and community. Recognized with 15 consecutive "Best Places to Work" awards, including 's 2025 list, as well as national honors for community impact, they lead the industry in aligning wealth, passion, and purpose to help their clients thrive. With over $30B in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, they are rapidly growing and looking for driven, curious individuals to join their team. Our client is looking for a Tax Senior Manager to join their team in Boston, MA, to provide exceptional service impact for high-net-worth individuals with assets exceeding $3M, small businesses, fiduciary, and related estate, gift, and charitable tax planning and compliance. They are looking for a talented, passionate Tax Lead Advisor who enjoys developing and maintaining lasting relationships with their clients. The firm emphasizes building rapport with their clients, having a deep understanding of their personal and business goals, and providing high-quality tax and planning advice using a consultative approach.

Responsibilities:

• Build and maintain personal relationships with clients as the technical tax expert on their planning team.
• Work directly with high-net-worth individual clients with assets exceeding $3B.
• Assist clients by attending client meetings and delivering the client's tax plan.
• Support the financial advisory team in tax planning-related functions.
• Actively participate in signing and onboarding new clients to the firm.
• Lead the tax client service team for compliance and tax planning.
• Perform final review and signing of tax returns (federal & state returns for individuals, corporations, partnerships, trusts, and estates).
• Oversee tax projections and tax audits for clients.
• Coach and develop the team through real-time and consistent feedback.

Qualifications & Requirements:

• Bachelor's Degree in Accounting and CPA or JD required.
• Must be a Licensed Certified Public Accountant (CPA).
• Master's in Taxation is preferred.
• 5+ years of experience working directly with high-net-worth individuals with assets exceeding $3M.
• 5+ years of individual, partnership, fiduciary, estate, and gift tax return compliance experience.
• Working knowledge of data collection, data analysis, and evaluation.
• Strong computer skills (Windows, MSFT Office, Excel, Adobe Acrobat).
• Ability to learn and adapt quickly to new software systems (CCH Axcess Tax, BNA Tax Planner) and tax research tools (BNA Portfolios and RIA Checkpoint).
• Experience with ADP, QuickBooks, and databases (i.e., Salesforce) is preferred.
• Strong research skills, knowledge in tax-related areas, and a strong understanding of the workings of the Internal Revenue Code, Regulations, and other tax pronouncements.
• Ability to manage heavy workloads and projects, many on a time-sensitive basis.
• Excellent oral communication skills, with an ability to interact with a tight-knit team of firm professionals with a wide range of tax knowledge.
• Highly motivated with the ability to function well in a fast-paced environment with continued growth and development.
• This role is an in-office, full-time, and exempt position. We are a work-from-office culture with lots of flexibility.