Private Client Tax Senior Manager – Flexible & Wealth Planning

Insite US; Wakefield (MA); Hybride; USD 180 000 - 260 000; Plein temps

Avantages offerts par ce poste

Hybrid work model

Travel opportunities

Résumé du poste

Insite US is seeking a Tax Senior Manager for Private Client Services, focusing on high-net-worth individuals, families, trusts, and private foundations. The role emphasizes client relationship development, advisory work beyond compliance, and cross-functional collaboration.

You will oversee complex tax engagements, estate planning support, and mentorship of junior staff in a flexible, hybrid environment with some travel.

Qualifications

• 10+ years of tax compliance experience.
• Public accounting experience preferred.
• CPA or Bar License required.
• Bachelor's degree in Accounting or Finance.
• Experience advising high-net-worth individuals and families.
• Sophisticated understanding of fiduciary and estate taxation.
• Experience with S-Corporations, C-Corporations, Partnerships, LLCs and private foundations.
• Experience managing client engagements and supervising staff.
• Excellent technical research and communication skills.
• Confidence working directly with wealthy individuals, families and advisers.
• Willingness to travel regionally.

Responsabilités

• Manage complex federal, state, local and international individual tax compliance engagements.
• Review and sign individual and fiduciary tax returns.
• Advise high-net-worth individuals on tax planning opportunities.
• Support estate planning and wealth transfer projects.
• Review tax matters involving trusts, estates and private foundations.
• Identify potential tax exposures and develop mitigation strategies.
• Oversee quarterly estimated payments, extensions and notices responses.
• Research complex tax issues and prepare client memoranda.
• Coordinate with wealth management and advisory teams.
• Manage engagement planning, scheduling, deadlines and billing.
• Develop and maintain client relationships and mentor junior staff.
• Regional client travel may be required.

Connaissances

Tax compliance

High net worth

Client advisory

Formation

CPA or Bar license

Bachelor's in Accounting/Finance

Outils

Tax software

Description du poste

Insite US is seeking a Tax Senior Manager for Private Client Services, focusing on high-net-worth individuals, families, trusts, and private foundations. The role emphasizes client relationship development, advisory work beyond compliance, and cross-functional collaboration.

You will oversee complex tax engagements, estate planning support, and mentorship of junior staff in a flexible, hybrid environment with some travel.