Tax Advisor/Manager

Tax Advisor/Manager

If you have a strong private client tax background and would consider a change for a better quality of life, flexibility and an amazing company culture, please consider learning more about this role and firm.

I'm working exclusively with my client, a wealth advisor for high-net-worth clients (located in Needham, MA) to help them identify a tax professional to join their expanding tax team. This is an ideal role for a Senior Tax Accountant, Tax Supervisor, Tax Manager or Tax Advisor who wants to continue learning, work with great people and be challenged, but at the same time have a better quality of life where you will be workingfewer hours during tax season with the flexibility to complete your work at your pace. No weekend work is required.

This firm is made up of people who are down to earth, genuine, highly collaborative, team oriented, fun and overall great people to work with. The company has a long-term track record of success, and they are continuing to grow and expand. Turnover at this firm is unheard of as the average length of employment is 20+ years. People truly love being part of this company!

The Tax Advisor/Manager hired for this role (title is flexible and depends on experience) will be responsible for providing tax preparation, planning, and advisory services to high-net-worth individuals and other tax entities. This role requires strong technical knowledge, exceptional client service, and collaboration with wealth management professionals.

Core Responsibilities:

Preparing and reviewing individual tax returns. Experience with fiduciary, partnership, corporate and gift tax returns is preferred but not mandatory.

Tax planning (quarterly, year-end and strategic multi-year)

Tax research and consulting

Responding to IRS and state tax notices and client inquiries

Building and maintaining client relationships

Collaborating with wealth managers and other investment personnel

Improving processes and operational efficiency

Key Qualifications:

Tax preparation experience in a CPA firm, tax consulting firm, trust company, or similar environment

Strong knowledge of federal and state tax laws

Proficiency with tax software

Strong analytical, organizational, and communication skills

Ability to manage multiple deadlines and priorities

Client-Service mindset

Collaborative / “No task too small” approach

CPA or EA designation is preferred but not required Exceptional overall compensation package:

Exceptional overall compensation package: Hybrid work schedule with flexibility

Successful and well-established wealth management firm for high-net-worth clients and business owners