Senior Tax & Wealth Planning Consultant

Masis Professional Group; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Masis Professional Group is recruiting on behalf of a Boston-based asset management firm for a Tax and Wealth Planning Consultant. The role focuses on tax strategy, wealth transfers, liquidity events, and investment solutions to support advisor relationships and business growth.

The candidate will serve as a senior planning expert on tax outcomes, wealth transfers, policy developments and product applications; assess regulatory changes affecting clients and advisors; and deliver executive

Qualifications

• 10+ years of investment wealth experience.
• CPA, JD, CFP strongly preferred.
• Ability to travel 25% for advisor meetings, conferences.

Responsibilities

• Serve as a senior planning expert on tax outcomes, wealth transfers, policy developments and product applications.
• Assess industry regulations and policy changes that affect clients and advisors.
• Deliver presentations to executives, advise on tax aware products and services.

Skills

Tax planning

Wealth management

Regulatory analysis

Education

CPA

JD

CFP

Job description

Masis Professional Group is recruiting on behalf of a Boston-based asset management firm for a Tax and Wealth Planning Consultant. The role focuses on tax strategy, wealth transfers, liquidity events, and investment solutions to support advisor relationships and business growth.

The candidate will serve as a senior planning expert on tax outcomes, wealth transfers, policy developments and product applications; assess regulatory changes affecting clients and advisors; and deliver executive