Tax Planning Manager

Napier Financial; Braintree (MA); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health insurance provided

401(k) with employer match and profit 

Bonus program available

Job summary

Napier Financial, LLC is seeking an experienced tax professional to build and lead a new tax function for a select group of high-net-worth families. You will model planning scenarios, project multistate obligations, and coordinate with advisors to align estate and gift strategies with client financial goals.

You will review and file complex returns, communicate outcomes clearly to clients, and drive the tax function’s calendar, processes and technology stack through tax season.

Qualifications

• 5+ years of individual and trust tax experience, ideally in public accounting or a family office, with a high-net-worth client base.
• Strong command of multistate individual tax, fiduciary income tax and K-1 pass-through reporting.
• Hands-on experience with professional tax and research software such as CCH Axcess or ProSystem fx and Bloomberg Tax (BNA).
• Experience explaining tax outcomes in plain language to clients and advisors.
• A current PTIN.

Responsibilities

• Build multi-year tax projections for client families and calculate federal and state quarterly estimated payments.
• Model the tax impact of planning decisions: Roth conversions, charitable giving, equity compensation, capital gains and losses, and asset sales.
• Prepare and review individual (Form 1040) returns and simpler fiduciary (1041), gift (709) and small Schedule C or single-member LLC filings.
• Work through multistate filing obligations, residency changes and part-year returns.
• Analyze K-1s from private investments, partnerships and closely held entities, and track basis and passive activity carryforwards.
• Partner with advisors and outside estate attorneys on estate and gift planning: trust funding, gifting strategies, and the income tax side of estate plans.
• Coordinate with outside CPAs on entity-level returns for family businesses, so entity and individual planning line up.
• Respond to IRS and state notices, and help design the processes, calendar and software stack for Napier’s new tax function.

Skills

Multistate individual tax

Fiduciary income tax

K-1 reporting

Client communication

Education

Master of Science in Taxation (MST)

CPA or EA license

Tools

CCH Axcess

ProSystem fx

Bloomberg Tax (BNA)

Job description

Ready to leave public accounting behind? Trade timesheets, billable-hour targets and busy-season overtime for a planning-focused seat on a wealth management team, where your work is measured by the advice you give, not the hours you log.

ABOUT US

Napier Financial is a boutique, fully integrated wealth manager and multi-family office serving high-net-worth families. As a fiduciary, we always act in our clients’ best interests. We are bringing our tax planning, compliance and strategy work in house, and this hire will be the cornerstone of that effort. You will join the wealth management team from day one and work directly with our advisors and clients.

WHAT YOU WILL DO

• Build multi-year tax projections for client families and calculate federal and state quarterly estimated payments.
• Model the tax impact of planning decisions: Roth conversions, charitable giving (including DAFs and appreciated stock), equity compensation, capital gain and loss harvesting, and asset sales, to name a few.
• Prepare and review individual (Form 1040) returns and simpler fiduciary (Form 1041), gift (Form 709) and small Schedule C or single-member LLC filings.
• Work through multistate filing obligations, residency changes and part-year returns.
• Analyze K-1s from private investments, partnerships and closely held entities, and track basis and passive activity carryforwards.
• Partner with advisors and outside estate attorneys on estate and gift planning: trust funding, gifting strategies, and the income tax side of estate plans.
• Coordinate with outside CPAs on entity-level returns for family businesses, so entity and individual planning line up.
• Respond to IRS and state notices, and help design the processes, calendar and software stack for Napier’s new tax function.

WHAT WE ARE LOOKING FOR

Required

• 5+ years of individual and trust tax experience, ideally in public accounting or a family office, with a high-net-worth client base.
• Strong command of multistate individual tax, fiduciary income tax and K-1 pass-through reporting.
• Hands-on experience with professional tax and research software such as CCH Axcess or ProSystem fx and Bloomberg Tax (BNA).
• Experience explaining tax outcomes in plain language to clients and advisors.
• A current PTIN.

Preferred

• CPA or EA license.
• Master of Science in Taxation (MST), or willingness to pursue one.
• Experience with Forms 706 and 709, trust administration, or estate planning coordination.
• Familiarity with planning tools used in wealth management.

COMPENSATION AND BENEFITS

• Base salary: $120,000 to $150,000, based on experience and credentials.
• Bonus program available
• Health insurance provided
• 401(k) with employer match and profit sharing
• No timesheets, no billable-hour quotas, and a predictable schedule through tax season

WHY THIS ROLE

You will shape a tax function from its start, own the tax planning relationship with a focused group of families, and see your recommendations put into action across their whole financial picture.