Tax Manager

KBW Financial Staffing & Recruiting; Beverly (MA); Hybrid; USD 125,000 - 170,000; Full time

Benefits offered by this job

Hybrid work schedule

Bonus opportunity

Long-term relationships with high-net‑

Worth clients

Job summary

KBW Financial Staffing is partnering with a well-established wealth management firm in Beverly, MA to recruit a Tax Manager for a permanent, hybrid role. The position targets tax professionals coming from public accounting who want to transition into a wealth management environment while servicing sophisticated, high-net-worth clients.

You will own a portfolio, work directly with clients and advisors, and provide year-round tax planning and advisory services with a focus on tax strategies and

Qualifications

• 4–5+ years of tax experience in public accounting.
• Experience working with high-net-worth individuals preferred.
• Strong understanding of individual and related entity taxation.
• Excellent attention to detail and organizational skills.
• Strong Excel skills.
• CPA or EA preferred, but not required.

Responsibilities

• Manage a portfolio of high-net-worth individuals and related tax returns.
• Oversee preparation and review of individual, fiduciary, partnership, and other entity tax returns.
• Serve as primary point of contact for clients and their outside advisors.
• Provide year-round tax planning and advisory services.
• Advise clients on estimated tax payments, tax strategies and planning opportunities.
• Collaborate with clients and internal teams to ensure timely completion of tax matters.

Skills

Excel

Education

CPA or EA (preferred)

Job description

KBW Financial Staffing is working with a well-established wealth management firm on a search for a Tax Manager to join their team on a permanent, hybrid basis.

This is an excellent opportunity for a tax professional coming out of public accounting who is looking to transition into a wealth management environment while continuing to work with sophisticated, high-net-worth clients. The role offers the opportunity to take ownership of a portfolio, work directly with clients and their advisors, and provide year-round tax planning and advisory services.

Responsibilities

• Manage a portfolio of high-net-worth individual clients and related tax returns
• Oversee the preparation and review of individual, fiduciary, partnership, and other entity tax returns
• Serve as a primary point of contact for clients and their outside advisors
• Provide year-round tax planning and advisory services
• Advise clients on estimated tax payments, tax strategies, and other planning opportunities
• Work closely with clients and internal team members to ensure accurate and timely completion of tax matters

Qualifications

• 4–5+ years of tax experience in public accounting
• Experience working with high-net-worth individuals preferred
• Strong understanding of individual and related entity taxation
• Excellent attention to detail and organizational skills
• Strong Excel skills
• CPA or EA preferred, but not required

Compensation & Work Environment

• $125,000–$170,000 base salary, depending on experience
• Bonus opportunity
• Hybrid work schedule
• Opportunity to build long-term relationships with high-net-worth clients
• Strong opportunity for a public accounting tax professional looking for a more relationship-driven wealth management environment