Tax Manager - High Net Worth / Private Client Services

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

Benefits offered by this job

401K match

PTO 5+ weeks

Hybrid schedule

Annual bonus

Annual raises

Job summary

Leoforce is seeking a Tax Manager for High Net Worth / Private Client Services to lead tax compliance and consulting for affluent individuals, family offices, and closely held entities in a hybrid office setting.

Ideal candidate has 7+ years in public accounting with deep expertise in individual, partnership, trust, and estate taxation, plus CPA or EA certification. Join a team focused on client relationships, mentoring staff, and growth initiatives.

Qualifications

• Bachelor's degree in Accounting is required.
• Active CPA or EA certification required.
• 7–10 years of progressive tax experience in public accounting.
• Strong knowledge of individual, partnership, trust, and estate taxation.
• Experience handling high-net-worth clients and complex structures.

Responsibilities

• Lead tax compliance and consulting for high-net-worth individuals and family offices.
• Review complex returns (1040, partnerships, S-corps, trusts, estates, gifts).
• Provide advanced planning for income, estate, gift, and wealth transfer taxes.
• Serve as primary client contact and build long-term relationships.
• Identify tax-saving opportunities and proactive advisory.
• Mentor and develop tax managers and staff; review work.
• Collaborate with partners on client growth and practice development.
• Participate in business development, networking, proposals, and presentations.
• Stay current on tax law changes and ensure compliance.

Skills

Taxation expertise

Client management

Leadership

Communication

Tax research

Multi-entity tax

K-1 knowledge

Public accounting

Estate/trust taxation

Education

Bachelor's degree in Accounting

CPA license

EA certification

MST/JD/LLM in Taxation

Tools

MS Office

CCH Tax

Engagement

Job description

Tax Manager - High Net Worth / Private Client Services

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