Tax Manager — Wealth & Client Advisory (Hybrid)

Leoforce; Boston (MA); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Profit sharing

401(k) matching

Health benefits

Dental benefits

Vision benefits

Disability coverage

Hybrid work environment

Commuter benefits

Tuition assistance

Professional growth

Job summary

Leoforce is seeking a Tax Manager to lead preparation and review of complex tax returns and provide strategic tax advice for high-net-worth clients. The role collaborates with investment managers, attorneys, and internal teams in a fast-paced environment.

Qualifications include a bachelor’s degree, CPA/EA designation, and 6–10 years in tax or financial services. A hybrid work setup and competitive benefits are offered.

Qualifications

• Bachelor's degree required; CPA or Enrolled Agent designation preferred.
• 6–10 years of relevant tax or financial-services experience.
• Strong knowledge of portfolio accounting, investments, and corporate tax; experience with listed tools is a plus.

Responsibilities

• Prepare and review individual, fiduciary, gift, partnership, corporate, and private-foundation tax returns (Forms 1040, 1041, 709, 990, 1065, 1120).
• Advise clients and internal teams on income tax, estate planning, estimated taxes, tax-liability projections, and related matters.
• Coordinate with investment managers, clients, attorneys, Operations, and tax authorities to resolve notices.

Skills

Tax advisory

Client relationship management

Cross-functional collaboration

Education

Bachelor's degree

CPA or Enrolled Agent designation

Tools

CCH Axcess

Tamarac

Microsoft Dynamics CRM

QuickBooks

SurePrep

Job description

Leoforce is seeking a Tax Manager to lead preparation and review of complex tax returns and provide strategic tax advice for high-net-worth clients. The role collaborates with investment managers, attorneys, and internal teams in a fast-paced environment.

Qualifications include a bachelor’s degree, CPA/EA designation, and 6–10 years in tax or financial services. A hybrid work setup and competitive benefits are offered.