Senior Tax Manager: High Net Worth & Private Clients Hybrid

Jobot; Boston (MA); Hybrid; USD 160,000 - 200,000; Full time

Benefits offered by this job

Annual raises

Annual bonus

Strong 401K match

5+ weeks PTO

Hybrid days in office

Job summary

Jobot is seeking a Tax Manager - High Net Worth / Private Client Services in Boston, MA. You will lead tax compliance, planning, and advisory for high-net-worth individuals, family offices, and closely held entities.

The role requires a CPA or EA, 7–10 years in public accounting, and deep technical expertise in estate and trust taxation. Hybrid work with three in-office days, plus strong compensation and benefits.

Qualifications

• Active CPA license or EA certification required.
• 7–10 years of progressive tax experience in public accounting.
• Deep technical expertise in individual, partnership, trusts, and estate taxation.
• Strong leadership, communication, and client relationship skills.

Responsibilities

• Lead and manage tax compliance and consulting engagements for high-net-worth individuals, family offices, and closely held entities.
• Review complex returns: 1040s, partnerships, S-corporations, trusts, estates, gift tax.
• Provide advanced planning strategies for income, estate, gift, and wealth transfer taxes.
• Mentor and develop tax managers and staff; review work and provide guidance.
• Collaborate with partners on practice development and client growth initiatives.
• Stay current on tax law changes and ensure regulatory compliance.

Skills

Tax compliance

Tax planning

Client management

Mentoring

Leadership

Communication

Education

Bachelor's degree in Accounting

CPA certification

EA certification

MST/JD/LLM in Taxation a plus

Tools

MS Office Suite

CCH Tax

Engagement

Job description

Jobot is seeking a Tax Manager - High Net Worth / Private Client Services in Boston, MA. You will lead tax compliance, planning, and advisory for high-net-worth individuals, family offices, and closely held entities.

The role requires a CPA or EA, 7–10 years in public accounting, and deep technical expertise in estate and trust taxation. Hybrid work with three in-office days, plus strong compensation and benefits.