Tax Manager

George William Consulting; Boston (MA); Hybrid; USD 139,500 - 170,500; Full time

Job summary

George William Consulting is seeking a Tax Manager to provide compliance and advisory support for High Net Worth clients. You'll work closely with investment professionals and estate planning attorneys, managing tax matters without billable hours.

This hybrid role allows for flexibility with only 10 days per month in the Boston office. The position offers a base salary of up to $155,000 with additional performance bonuses.

Qualifications

• Experience in working with High Net Worth individuals, trusts, and estates.
• Strong technical knowledge of U.S. individual and fiduciary taxation.
• Public accounting background with Private Client Services or similar.

Responsibilities

• Manage tax compliance and advisory work for High Net Worth clients.
• Review complex individual and fiduciary tax matters.
• Support multi-generational wealth planning.

Skills

Experience with High Net Worth individuals

Strong technical knowledge of U.S. tax

Excellent communication skills

Problem-solving abilities

Job description

Are you ready to move in-house without giving up the complex Private Client tax work you enjoy? Join a leading Investment Management firm in Boston where you'll continue advising on sophisticated High Net Worth individuals, trusts, estates, and family office structures, without billable hours or utilisation targets.

One of our clients is seeking a Tax Manager to join their growing in-house tax team, working closely with investment professionals, estate planning attorneys, and relationship managers to support a sophisticated private wealth client base.

Why This Role Is For You:

• Leave behind billable hours and utilisation targets while continuing to work on technically challenging tax matters.
• Up to $155,000 base salary plus a 25–35% annual performance bonus.
• Hybrid working with just 10 days per month in the Boston office.
• Work directly with High Net Worth individuals, trusts, estates, and family office structures.
• Collaborate closely with investment professionals, estate planning attorneys, and relationship managers.
• Build long-term relationships with an established private wealth client base rather than managing multiple external engagements.
• Join a collaborative in-house environment focused on delivering exceptional client outcomes.

Role Overview:

As a Tax Manager, you'll provide tax planning, compliance, and advisory support for sophisticated private wealth clients within a leading investment management firm. You'll continue working on complex fiduciary and High Net Worth tax matters while partnering with internal investment and estate planning professionals to deliver integrated wealth management solutions.

What You'll Do:

• Manage tax compliance and advisory work for High Net Worth individuals, trusts, estates, and family office clients.
• Review and advise on complex individual, fiduciary, and related tax matters.
• Support multi-generational wealth planning and sophisticated estate planning strategies.
• Partner with investment professionals, estate planning attorneys, and relationship managers to deliver integrated client solutions.
• Build long-term relationships with a dedicated portfolio of private wealth clients.
• Research complex tax issues and provide practical recommendations.
• Ensure accurate and timely delivery of tax filings and planning engagements.
• Mentor junior team members and contribute to the continued success of the tax function.

What We're Looking For:

• Experience working with High Net Worth individuals, trusts, and estates.
• Strong technical knowledge of U.S. individual and fiduciary taxation.
• Background in public accounting with Private Client Services or similar experience.
• Ability to advise on complex tax planning matters.
• Excellent communication and relationship management skills.
• Strong attention to detail and problem-solving abilities.
• A collaborative mindset with the ability to work across multidisciplinary teams.
• Up to $155,000 plus a 25–35% annual performance bonus.