Tax Manager #32595

Location: Boston, MA | Hybrid

Salary Range: $125K-$155K

Schedule: Full-time | Monday-Friday, 9-5

Required: Bachelor’s degree, 6+ years of relevant tax or accounting experience, and a CPA designation or Enrolled Agent (EA) credential

Applicants must be authorized to work in the United States without sponsorship. This position is not eligible for employer-sponsored work authorization now or in the future.

About the Opportunity

Join a private wealth management firm as a Tax Manager , providing comprehensive tax planning, tax compliance, and advisory services to the firm and its clients. This role is responsible for preparing and reviewing complex individual, fiduciary, partnership, corporate, and private foundation tax returns , advising clients on tax matters, and supporting income tax and estate planning initiatives.

Qualifications & Skills

Bachelor’s degree in Accounting, Finance, or a related field

6+ years of relevant tax or accounting experience

CPA designation or Enrolled Agent (EA) credential required

Strong understanding of portfolio accounting, investment processes, and corporate taxation

Experience providing tax services to high-net-worth individuals and families preferred

Experience in a financial services firm, wealth management environment, or public accounting preferred

Strong knowledge of tax compliance and tax planning

Excellent written and verbal communication skills with the ability to interact confidently with clients

Strong analytical, organizational, and problem-solving skills

Ability to manage multiple priorities and meet tight deadlines

Ability to work independently while contributing effectively to a collaborative team

High level of attention to detail and sound professional judgment

Proficiency with Microsoft Office , including Word, Outlook, and Excel

Ability to learn and adapt to new tax and financial technology systems

Key Job Responsibilities

Participate in income tax planning and estate planning processes with investment managers, clients, and attorneys

Prepare and review individual and fiduciary tax returns , including Forms 1040, 1041, and 709

Prepare and review business and nonprofit tax returns , including Forms 990, 1065, and 1120

Provide tax advisory services and respond to tax-related questions from clients and internal teams

Communicate with federal and state tax authorities to resolve notices and other tax matters

<li style="font-weight: 4