Tax Senior Manager: High-Net-Worth Strategy & Leadership

Insite Group; Massachusetts; Sur place; USD 135 000 - 225 000; Plein temps

Avantages offerts par ce poste

Benefits package

Résumé du poste

Insite Group in Wakefield, MA is seeking a Senior Tax Manager for Private Client Services. You will lead tax strategy for high-net-worth individuals, business owners, and pass-through entities, delivering sophisticated planning and compliance in a collaborative, client-focused environment.

The role requires a CPA (or equivalent JD), 10+ years of public accounting tax experience, and proven leadership. Relocation to the Boston area is welcomed for local engagement.

Qualifications

• Requires CPA license or Bar admission (JD).
• 10+ years of tax compliance and planning experience (public accounting preferred).
• Expertise in high-net-worth taxation including flow-through entities (S-Corps, Partnerships) and C-Corps.

Responsabilités

• Build rapport with business owners, executives and high-net-worth individuals to deliver tax-saving strategies and wealth preservation planning.
• Review and sign complex tax returns for Individuals, Partnerships, S-Corps and C-Corps across Real Estate, Manufacturing & Distribution, Retail and Service sectors.
• Manage all phases of tax compliance: year-end planning, quarterly estimates, extensions, notices, memos, and billing.
• Supervise, mentor, and develop staff and interns on engagements; foster a high-performing team.
• Own engagement timelines and ensure deadlines and client expectations are met with precision.

Connaissances

Leadership

Tax planning

Client relations

Mentoring

Formation

Bachelor's degree in Accounting or Finance

Description du poste

Insite Group in Wakefield, MA is seeking a Senior Tax Manager for Private Client Services. You will lead tax strategy for high-net-worth individuals, business owners, and pass-through entities, delivering sophisticated planning and compliance in a collaborative, client-focused environment.

The role requires a CPA (or equivalent JD), 10+ years of public accounting tax experience, and proven leadership. Relocation to the Boston area is welcomed for local engagement.