Tax Manager - High Net Worth / Private Client Services

Leoforce; Boston (MA); Hybrid; USD 160.000 - 200.000; Vollzeit

Benefits dieser Stelle

Annual raises

Annual bonus

Strong 401K match - dollar for dollar

5+ weeks PTO

Hybrid in-office days

Zusammenfassung

Leoforce is seeking a Tax Manager for High Net Worth / Private Client Services to lead tax compliance and advisory engagements for high-net-worth individuals and family offices. You will review complex returns and develop sophisticated tax planning strategies while building strong relationships with clients.

The role requires 7–10 years in public accounting, CPA or EA, and the ability to manage multi-entity structures with a focus on wealth transfer taxes. Hybrid in-office work is expected.

Qualifikationen

• 7–10 years of progressive tax experience in public accounting.
• Active CPA or EA certification required.
• Ability to manage client relationships and lead engagements.
• Experience with high-net-worth individuals and private client services.

Aufgaben

• Lead tax compliance and consulting engagements for high-net-worth individuals, family offices, and closely held entities.
• Review complex returns (1040, partnerships, S-corp, trusts, estates, gift tax).
• Provide advanced tax planning strategies related to income, estate, gift, wealth transfer taxes.
• Serve as primary contact for clients and maintain long-term relationships.
• Identify tax-saving opportunities and provide advisory services.
• Manage, mentor, and develop tax staff; review work and provide guidance.
• Collaborate with partners on practice development and client growth initiatives.
• Engage in business development, networking, and client presentations.
• Stay current on tax law changes and ensure regulatory compliance.

Kenntnisse

Leadership

Client relationship management

Tax planning

Multi-entity structures

K-1 processing

Mentoring/people management

Ausbildung

Bachelor's degree in Accounting

CPA or EA certification

MST/JD/LLM in Taxation (plus)

Tools

MS Office Suite

CCH Tax

Engagement or similar tax software

Jobbeschreibung

Tax Manager - High Net Worth / Private Client Services

Job Description

Experience: Manager

Salary: $160,000 - $200,000 per year

Job Details

Key Responsibilities

• Lead and manage tax compliance and consulting engagements for high-net-worth individuals, family offices, and closely held entities.
• Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns.
• Provide advanced tax planning strategies related to income, estate, gift, and wealth transfer taxes.
• Serve as a primary point of contact for clients, building and maintaining strong long-term relationships.
• Identify tax-saving opportunities and provide proactive advisory services.
• Manage, mentor, and develop tax managers and staff; review work and provide technical guidance.
• Collaborate with partners on practice development and client growth initiatives.
• Participate in business development efforts, including networking, proposal development, and client presentations.
• Stay current on tax law changes and ensure compliance with all applicable regulations.

Qualifications

• Must be able to work in the office a minimum of 3 days per week.
• Bachelor's degree in Accounting from an accredited college/university required.
• Active CPA license or EA certification required.
• MST, JD, or LLM in Taxation a plus.
• 7-10 years of progressive tax experience in public accounting, with a focus on high-net-worth individuals, family offices, or private client services.
• Deep technical expertise in individual, partnership, trust, and estate taxation.
• Proficient with MS Office Suite and tax research platforms (e.g., CCH Tax, Engagement or similar).
• Proven experience managing client relationships and leading engagements
• Strong leadership, communication, and interpersonal skills
• Experience working with complex, multi-entity structures and high-volume K-1 environments preferred.

A bit about us:

We are seeking a dynamic and highly skilled International Tax Manager to join our team. This is an exciting opportunity for a seasoned professional with a CPA certification and a minimum of 5 years of experience in the field.

Our new team member will be responsible for managing various aspects of international taxation, including but not limited to, tax compliance, tax planning, and tax accounting. This role requires a high level of technical expertise, strong organizational skills, and a passion for delivering exceptional results.

Why join us?

Compensation: $160,000 - $200,000 depending on years of exp. plus more below

• Annual Raises
• Annual Bonus
• Strong 401K Match - dollar for dollar
• 5+ weeks PTO
• Hybrid days a week in office

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