Wealth Tax Manager for High-Net-Worth Clients

Johnleonard; Boston (MA); On-site; USD 130,000 - 180,000; Full time

Benefits offered by this job

Equal opportunity employer

Job summary

JOHN LEONARD, a private wealth management firm in Boston, seeks a Tax Manager to lead tax planning, compliance, and advisory services for clients. You will prepare and review complex returns across individuals, fiduciaries, partnerships, and corporations, while guiding estates and tax strategies.

The role requires a CPA or EA with 6+ years of tax/accounting experience, and strong communication and analytical skills in a fast-paced financial services environment.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field required.
• At least 6+ years of relevant tax or accounting experience.
• CPA designation or Enrolled Agent (EA) credential required.
• Strong knowledge of portfolio accounting, taxes for high-net-worth clients.

Responsibilities

• Participate in income tax planning and estate planning processes.
• Prepare and review individual and fiduciary tax returns (1040, 1041, 709).
• Prepare and review business and nonprofit tax returns (990, 1065, 1120).
• Provide tax advisory services and respond to client questions.
• Coordinate with federal and state tax authorities and tax projections.

Skills

6+ years of experience

Strong communication

Analytical skills

Tax planning

Portfolio accounting knowledge

MS Office proficiency

Education

Bachelor’s degree in Accounting/Finance

CPA or EA credential

Tools

Microsoft Office

Job description

JOHN LEONARD, a private wealth management firm in Boston, seeks a Tax Manager to lead tax planning, compliance, and advisory services for clients. You will prepare and review complex returns across individuals, fiduciaries, partnerships, and corporations, while guiding estates and tax strategies.

The role requires a CPA or EA with 6+ years of tax/accounting experience, and strong communication and analytical skills in a fast-paced financial services environment.