Senior Tax Manager- Individual (HNW), Trust & Estate
$145,000–$175,000 year
On-site · Boston, Massachusetts, United States
Job Summary
Senior Tax Manager for Individual (HNW), Trust & Estate leading complex estate, trust, and high-net-worth tax engagements. Oversees fiduciary, estate, and gift tax returns; advises on wealth preservation and transfer strategies; mentors staff; builds client relationships; supports practice development. Requires leadership capabilities, strong technical expertise in estate/trust/individual taxation, and proven client service excellence. Boston-based role with responsibilities spanning client engagements, staff management, and business development within a premier Estates & Trusts practice.
Required Qualifications
- BS or MS in Accounting or Tax
- 6 years of experience within a Public Accounting firm as a Tax Manager
- Exposure to estate, trust, and high-net-worth individual tax engagements
- Ability to lead and manage a team of tax professionals
- Strong interpersonal, oral and written communication skills; analytical and research capabilities
- Knowledge of Tax laws and ability to communicate to shareholders
- Ability to exercise independent judgment and make sound decisions and recommendations in client-related matters pertaining to tax returns
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