Tax Manager, High Net Worth & Private Clients — Hybrid PTO

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

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.