Tax and Wealth Planning Strategist

Masis Professional Group; Boston (MA); On-site; USD 130,000 - 183,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) plan

Tuition reimbursement

Student loan repayment support

Wellness programs

Volunteer programs

Job summary

Masis Professional Group is seeking a Tax & Wealth Planning Strategist to join its Boston-based team. The role focuses on tax strategy, wealth transfer, liquidity events, and tax-aware investments, partnering with internal teams rather than building a personal book of business.

The ideal candidate has 8–10+ years in wealth management or related fields and advanced credentials such as CFP, CPA, or JD. Excellent presentation and client-facing skills are essential.

Qualifications

• 8–10+ years in wealth management, tax planning, or related field.
• Experience supporting sophisticated planning needs for HNW/UHNW clients.
• Ability to translate tax concepts for advisors and clients.

Responsibilities

• Serve as senior SME on tax and wealth planning for advisors and clients.
• Advise on tax policy, mitigation, and planning strategies.
• Educate advisors on tax-efficient investment solutions and wealth transfers.
• Deliver presentations and customized planning discussions for clients.

Skills

Tax planning

Wealth planning

HNW/UHNW experience

Presentation skills

Communication skills

Education

CFP or CPA or JD

MBA or MST

Job description

Compensation: $130,000–$183,000 + base salary + 25–40% target bonus

Travel: Approximately 25%

A leading global investment management organization is seeking an experienced Tax & Wealth Planning Strategist to join its Boston-based team. This is a highly visible opportunity for a sophisticated wealth planning professional to serve as a subject matter expert on tax strategy, wealth transfer, liquidity events, and tax-aware investment solutions. Unlike a traditional financial advisor or wealth management position, this role does not involve building or bringing a book of business. Instead, this individual will partner with internal sales professionals, financial advisors, and HNW/UHNW clients to provide advanced planning expertise and help translate complex tax and investment concepts into practical strategies. The ideal candidate will bring approximately 8–10+ years of relevant experience, significant exposure to complex tax and wealth planning matters, and the ability to confidently engage with senior financial professionals and sophisticated clients.

What You’ll Do

• Serve as a senior subject matter expert on tax and wealth planning strategies for financial advisors, HNW/UHNW clients, and internal teams.
• Advise on tax policy, tax planning, mitigation, and management strategies.
• Help advisors and clients evaluate the tax implications of investment and portfolio decisions.
• Provide expertise surrounding asset transitions, wealth transfer, concentrated positions, and liquidity events.
• Educate advisors on incorporating tax-efficient strategies into investment portfolios.
• Provide guidance around tax-aware investment solutions, including direct indexing, custom portfolios, long/short strategies, exchange funds, and options-based hedging strategies.
• Deliver presentations, consultations, conference sessions, and customized planning discussions for financial advisors and clients.
• Translate complex tax, estate planning, retirement income, business succession, investment, and wealth transfer concepts into clear and actionable recommendations.
• Develop thought leadership and client-facing insights around tax policy, planning strategies, regulatory developments, and investment solutions.
• Monitor industry, regulatory, and legislative developments and communicate their potential implications.Identify emerging tax and wealth planning opportunities that can add value to advisor and client relationships.
• Collaborate across investment, sales, product, and other internal teams.

What We’re Looking For

• Approximately 8–10+ years of experience within wealth management, investment management, tax planning, advanced planning, or a related field.
• At least 5 years of meaningful experience working with sophisticated financial planning or tax strategies.
• Strong knowledge of tax planning, tax mitigation, tax-aware investing, and the tax consequences of investment decisions.
• Experience working with HNW/UHNW clients and/or supporting financial advisors with complex planning needs.
• Understanding of direct indexing and tax-aware portfolio construction.
• Ability to discuss tax-advantaged investment products and sophisticated portfolio strategies.
• Excellent presentation, writing, and communication skills.
• Ability to simplify highly technical concepts for advisors and clients.
• Comfortable serving as a visible subject matter expert in meetings, presentations, conferences, and other client-facing settings.
• Advanced credentials are strongly preferred, including one or more of the following: CFP® | CPA | JD | LLM | MST | MBA | CEPA | CAP or comparable tax/wealth planning designation

Why Consider This Opportunity?

This is an opportunity to bring deep tax and wealth planning expertise to a sophisticated investment management platform without the traditional pressure to prospect for or build a personal book of business. The Strategist will have the opportunity to influence advisor conversations, work with complex HNW/UHNW situations, contribute thought leadership, and help shape how tax-aware investment strategies are positioned and implemented.

The organization offers comprehensive benefits, including medical, dental and vision coverage, paid time off, a 401(k) plan, tuition reimbursement, student loan repayment support, wellness benefits, and volunteer programs.

Compensation: Expected base salary of $130,000–$183,000+, with flexibility for particularly strong or experienced candidates, plus a bonus