High Net Worth Tax Director/Sr. Manager

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Job #: 15892
Status: Inactive / Filled
Title: High Net Worth Tax Director/Sr. Manager
Job Location: Boston, MA - Job Location is in Waltham, MA
Base Compensation: $110,000 — $150,000
Total Compensation: $110,000 — $150,000
Benefits: Standard health, dental, 401K, etc
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Job Categories: Tax ; Wealth Management - Personal Trust; Wealth Management - Trust Tax


Fast growing firm. Opportunities for Partnership for the right candidate


A client is one of the fastest growing and largest public accounting and business consulting firms in New England. Due to their continued growth our client has asked us to assist them with a search for a Senior Tax Manager for their High Net Worth division. In this leadership role, you will have the opportunity to utilize your technical tax, analytical, operational, management and client service skills. We are seeking candidates with the following background: Job Requirements • Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team. • Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget. • Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc. Reviewing complex tax returns for high net worth individuals • Understanding your clients’ goals and needs and servicing clients directly. Owning client relationships and work. • Strategizing with Managing Directors regarding tax planning. • Provide clients’ with recommendations and guidance on how to achieve their goals and assist in identifying opportunities for growth with clients. • Researching tax issues and providing guidance to clients. • Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff. • Foster a team environment; demonstrates support of management and decisions and build a positive culture. • Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves. Job Qualification Successful candidates will have an entrepreneurial spirit, strong technical and management skills, in addition to: • Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field. • 8 years technical tax experience in public accounting, or related field. • 5 supervisory experiences. • Must have active CPA or equivalent certification • Strong background working with High Net Worth individuals • Ability to manage all aspects of client engagements. • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally. • Demonstrated leadership and supervisory ability, strong operational and project management skills. • Proficient use of applicable technology


8 years experience High Net Worth Tax CPA

Preferred Qualifications:
8 years experience High Net Worth Tax CPA Masters Degree Tax Manager ready to jump to Senior Level


Certified Public Accountant

Total Years of Experience:

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