Tax Director - Private Client Services

Distinct | North America

Boston (MA)

Hybrid

USD 120,000 - 180,000

Full time

10 days ago

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Benefits offered by this job

Hybrid work model
Health, dental, vision coverage
HSA/FSA options
Parental leave

Job summary

Distinct is seeking a Private Client Services tax professional in Boston to join a midsized CPA firm that offers the resources of a national firm without the typical politics and grind.

You will handle tax compliance, planning, and consulting for high-net-worth individuals and families, manage client portfolios, and mentor junior staff while collaborating with partners to grow the practice. The role supports a balanced lifestyle with a reasonable pace.

Responsibilities

  • Provide tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses.
  • Manage a portfolio of clients, mentor junior staff and work closely with partners as the private client services tax practice grows.

Job description

25 days PTO. 11 public holidays. 3 floating holidays. Hybrid working. And a Private Client Services tax role where you don't have to give up your entire social life to succeed.

You will join a midsized CPA firm in Boston that gives you the support, technology, investment and resources of a national firm without the internal politics, relentless hours and corporate feel that often come with one.

You will work 3 days a week from the Boston or Woburn office and the rest remotely.

You will provide tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses. You will manage a portfolio of clients, mentor junior staff and work closely with partners as the private client services tax practice continues to grow.

There is plenty of variety and responsibility here, but you are not expected to give up every evening and weekend to get it.

The benefits are strong too. You will get health, dental and vision coverage, HSA and FSA options, paid parental leave, commuter and parking support, short and long term disability, AD&D, a 401k savings plan with profit sharing, CPA reimbursement and a CPA bonus.

Add in 25 days PTO, 11 public holidays and 3 floating holidays, and the package is built to give you some actual breathing room.

If you like public accounting, enjoy high net worth individual tax work and want the pace and variety without the constant grind, this could be a very good fit.

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