Tax Manager - High Net Worth / Private Client Services

Jobot; Boston (MA); Hybrid; USD 160,000 - 200,000; Full time

Benefits offered by this job

Annual raises

Annual bonus

Strong 401K match

5+ weeks PTO

Hybrid days in office

Job summary

Jobot is seeking a Tax Manager - High Net Worth / Private Client Services in Boston, MA. You will lead tax compliance, planning, and advisory for high-net-worth individuals, family offices, and closely held entities.

The role requires a CPA or EA, 7–10 years in public accounting, and deep technical expertise in estate and trust taxation. Hybrid work with three in-office days, plus strong compensation and benefits.

Qualifications

• Active CPA license or EA certification required.
• 7–10 years of progressive tax experience in public accounting.
• Deep technical expertise in individual, partnership, trusts, and estate taxation.
• Strong leadership, communication, and client relationship skills.

Responsibilities

• Lead and manage tax compliance and consulting engagements for high-net-worth individuals, family offices, and closely held entities.
• Review complex returns: 1040s, partnerships, S-corporations, trusts, estates, gift tax.
• Provide advanced planning strategies for income, estate, gift, and wealth transfer taxes.
• Mentor and develop tax managers and staff; review work and provide guidance.
• Collaborate with partners on practice development and client growth initiatives.
• Stay current on tax law changes and ensure regulatory compliance.

Skills

Tax compliance

Tax planning

Client management

Mentoring

Leadership

Communication

Education

Bachelor's degree in Accounting

CPA certification

EA certification

MST/JD/LLM in Taxation a plus

Tools

MS Office Suite

CCH Tax

Engagement

Job description

Tax Manager - High Net Worth / Private Client Services

$160000 - $200000 per year | Boston, MA | Hybrid | Permanent

Exciting opportunity to join a dynamic middle market growing accounting firm, shape client success, and lead with expertise.

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

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.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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