Tax & Estate Planning Senior Manager

Landing Point; Boston (MA); Presencial; USD 200 000 - 300 000; Tempo integral

Resumo da oferta

Landing Point in Boston seeks a senior tax and estate planning professional to guide ultra-high net worth clients on complex tax matters. You will research income tax and estate planning issues, manage client tax compliance, and provide strategic recommendations.

Ideal candidates have 10+ years of tax experience, CPA/MST/LLM, and strong Excel and tax software skills. This full-time role offers a competitive salary and bonus in a private client setting.

Qualificações

• CPA, MST or LLM designation required.
• Advanced individual and estate tax planning background.
• Comprehensive understanding of partnership, trust, and private foundation taxation and reporting.
• Strong software skills, especially with Excel and tax software such as Pro fx or BNA.

Responsabilidades

• Research income tax and estate planning issues.
• Manage the client tax compliance process.
• Enhance relationships with clients and provide specific recommendations regarding tax and estate planning.
• Participate in the service team’s frequent, direct interaction with clients.
• Assist with tax issues and projects associated with the firm’s investment funds.

Conhecimentos

Excel

Tax software

Pro fx

BNA

Formação académica

CPA, MST, or LLM designation

Ferramentas

Pro fx

BNA

Descrição da oferta de emprego

Company Overview:

A multi-family office manager in Boston is hiring a senior level professional for their tax and estate planning team. The role involves working with ultra-high net worth clients, to provide tax and estate planning guidance.

Job Responsibilities:

• Research income tax and estate planning issues
• Manage the client tax compliance process
• Enhance relationships with clients and provide specific recommendations regarding tax and estate planning
• Participate in the service team’s frequent, direct interaction with clients
• Assist with tax issues and projects associated with the firm’s investment funds

Qualifications:

• Over 10 years of relevant tax experience
• CPA, MST, or LLM designation required
• Advanced individual and estate tax planning background
• Comprehensive understanding of partnership, trust, and private foundation taxation and reporting
• Strong software skills, especially with Excel and preferably tax software such as Pro fx or BNA
• Understanding of California state taxes is a plus

Compensation:

Salary: $200,000 - $300,000, Plus Bonus