Senior Tax Manager - Private Client Services

Insite US; Boston (MA); Hybrid; USD 140,000 - 180,000; Full time

Benefits offered by this job

Hybrid flexibility

Bonus potential

Benefits package

Job summary

Insite US, a growing public accounting firm in Boston, seeks a Senior Tax Manager to join its high-net-worth practice. You’ll advise high-net-worth individuals, families, trusts, estates, and closely held businesses while leading complex tax engagements and client relationships.

The ideal candidate has CPA/EA/JD, 8–10+ years of tax experience, and strong leadership skills. Hybrid work and a competitive benefits package accompany this role.

Qualifications

• 8–10+ years of tax experience.
• CPA, EA, or JD required.
• Strong HNW individual tax experience.
• Trust, estate, gift & fiduciary tax knowledge.
• Partnership, S-Corp, C-Corp & LLC experience.
• 3+ years of management experience preferred.

Responsibilities

• Advise high-net-worth individuals, families, trusts, estates, and closely held businesses while leading complex tax engagements and client relationships.

Job description

Growing public accounting firm seeking a Senior Tax Manager to join its HNW practice.

You’ll advise high-net-worth individuals, families, trusts, estates, and closely held businesses while leading complex tax engagements and client relationships.

What you’ll need:

• 8–10+ years of tax experience
• 3+ years of management experience preferred
• CPA, EA, or JD required
• Strong HNW individual tax experience
• Trust, estate, gift & fiduciary tax knowledge
• Partnership, S-Corp, C-Corp & LLC experience
• Strong client management and team leadership skills

Complex work, sophisticated clients, leadership opportunity, hybrid flexibility, bonus potential, and strong benefits.