Tax Manager | Wealth Management

Career Staffing Talent; Boston (MA); Hybrid; USD 130,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Short/long-term disability insurance

401(k) with company match

Transportation assistance

Professional development support

Job summary

Career Staffing Talent, Inc. is partnering with a well-established wealth management firm in the Greater Boston area to recruit a Senior Tax Manager who will lead tax planning, compliance oversight, and technical guidance for high-net-worth families and complex private entities.

You will collaborate with portfolio managers, estate planners, and external counsel to deliver sophisticated tax strategies and manage complex filings, including cross-border and private-entity returns.

Qualifications

• 6–10 years of progressive tax management experience in public accounting, multi-family office, or wealth management.
• CPA or EA designation required.
• Deep understanding of private client taxation, partnerships, trusts, and wealth management operations.
• Excellent analytical capabilities and strong client-facing communication skills with ability to work under pressure.

Responsibilities

• Collaborate with advisory teams on cross-border tax planning and wealth transfer.
• Lead review and preparation of complex filings, including individual, fiduciary, estate/gift, and entity returns.
• Provide proactive tax projection analyses and year-end planning scenarios.
• Interface with federal and state tax authorities to manage inquiries and audits.
• Coordinate with client accounting and middle-office to streamline tax payments and reporting.
• Evaluate improvements to processes and tax technology platforms.

Skills

Analytical skills

Client-facing communication

Deadline-driven

Tax software proficiency

Cross-border tax knowledge

Education

CPA or EA designation

Tools

Microsoft Office

Enterprise tax databases

Job description

Tax Manager – Ultra-High-Net-Worth & Family Office Solutions

Position Type: Full-Time | Mid-to-Senior Level

Role Overview

CST has partnered with an established independent wealth management firm in the Greater Boston area that is seeking a Senior Tax Manager to join their integrated client service team.

This position serves as a key advisor providing comprehensive tax planning, compliance oversight, and technical guidance for high-net-worth families, entrepreneurs, and complex private entities.

Working closely with senior portfolio managers, estate planners, external legal counsel, and client representatives, you will deliver sophisticated tax strategies in a dynamic, collaborative environment.

Key Responsibilities

• Collaborate with multi-disciplinary advisory teams on cross-border tax planning, multi-generational wealth transfer, and philanthropic strategies.
• Lead the review and preparation of complex compliance filings, including individual tax returns, fiduciary accounts, estate/gift tax filings, and entity tax returns (Partnerships, S-Corps, C-Corps, and Private Foundations).
• Provide proactive tax projection analysis, estimated tax calculations, and year-end planning scenarios.
• Interface directly with federal and state tax authorities to manage inquiries, audits, and notice resolution.
• Partner with internal client accounting and middle-office operations to streamline tax payment execution and workflow reporting.
• Evaluate and implement ongoing improvements to departmental processes and tax technology platforms.

Candidate Profile

• Experience: 6 to 10 years of progressive tax management experience within a public accounting firm, multi-family office, or wealth management institution.
• Credentials: Certified Public Accountant (CPA) or Enrolled Agent (EA) designation required.
• Technical Knowledge: Deep understanding of private client taxation, partnership structures, trust accounting, and wealth management operations.
• Skills: Excellent analytical capabilities, strong client-facing communication skills, and the ability to prioritize tight deadlines under pressure.
• Software: Advanced proficiency in standard financial software, Microsoft Office Suite, and enterprise tax databases.
• Flexible hybrid work arrangement balancing remote capability with collaborative in-office presence.
• Comprehensive benefits package including medical, dental, and vision coverage, short/long-term disability insurance, 401(k) with company match, performance incentives, transportation assistance, and professional development support.