Daley And Associates, LLC
Tax Manager (High Net Worth Clients) Hybrid - Boston
Daley And Associates, LLC, Boston, Massachusetts, us, 02298
Tax Manager (High Net Worth Clients) Hybrid - Boston
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Direct message the job poster from Daley And Associates, LLC
Tax Manager – High-Net-Worth Clients (Hybrid | Boston, MA)
A well-respected financial services and accounting firm in Boston is looking to add a
Tax Manager
to its team. This person will be responsible for leading sophisticated tax compliance and planning engagements for ultra-high-net-worth (UHNW) individuals, families, and their related entities. In addition to managing client deliverables, the Tax Manager will work closely with internal colleagues and external advisors to ensure strategies are effective, compliant, and aligned with long-term wealth and estate planning goals.
What You’ll Do:
Oversee preparation and review of federal, state, and local tax returns for HNW individuals, trusts, estates, partnerships, and family offices
Design and execute advanced tax planning strategies across income, gift, estate, and generation-skipping transfer taxes
Lead, mentor, and grow a team of tax professionals, including hiring, training, and performance oversight
Collaborate with legal, accounting, finance, and investment teams on tax aspects of transactions, investments, and wealth transfer strategies
Partner with outside attorneys, CPAs, and investment professionals to deliver integrated solutions and ensure compliance with evolving tax regulations
Contribute to business and strategic planning, helping align tax strategy with overall family office and firm objectives
What We’re Looking For:
CPA required
Bachelor’s in Accounting, Finance, Taxation, or related field; advanced degree (MST, JD/LLM) preferred
At least 6 years of progressive tax experience, ideally with UHNW clients in a Big Four or boutique setting
In-depth knowledge of individual, trust, partnership, and estate tax issues
Demonstrated ability to lead and develop a team
Compensation & Benefits:
Hybrid work model (Boston-based)
Base salary up to
$170K , plus bonus potential
Interested candidates should send a resume directly to Kyle Archerat
karcher
@daleyaa.com .
#J-18808-Ljbffr
Direct message the job poster from Daley And Associates, LLC
Tax Manager – High-Net-Worth Clients (Hybrid | Boston, MA)
A well-respected financial services and accounting firm in Boston is looking to add a
Tax Manager
to its team. This person will be responsible for leading sophisticated tax compliance and planning engagements for ultra-high-net-worth (UHNW) individuals, families, and their related entities. In addition to managing client deliverables, the Tax Manager will work closely with internal colleagues and external advisors to ensure strategies are effective, compliant, and aligned with long-term wealth and estate planning goals.
What You’ll Do:
Oversee preparation and review of federal, state, and local tax returns for HNW individuals, trusts, estates, partnerships, and family offices
Design and execute advanced tax planning strategies across income, gift, estate, and generation-skipping transfer taxes
Lead, mentor, and grow a team of tax professionals, including hiring, training, and performance oversight
Collaborate with legal, accounting, finance, and investment teams on tax aspects of transactions, investments, and wealth transfer strategies
Partner with outside attorneys, CPAs, and investment professionals to deliver integrated solutions and ensure compliance with evolving tax regulations
Contribute to business and strategic planning, helping align tax strategy with overall family office and firm objectives
What We’re Looking For:
CPA required
Bachelor’s in Accounting, Finance, Taxation, or related field; advanced degree (MST, JD/LLM) preferred
At least 6 years of progressive tax experience, ideally with UHNW clients in a Big Four or boutique setting
In-depth knowledge of individual, trust, partnership, and estate tax issues
Demonstrated ability to lead and develop a team
Compensation & Benefits:
Hybrid work model (Boston-based)
Base salary up to
$170K , plus bonus potential
Interested candidates should send a resume directly to Kyle Archerat
karcher
@daleyaa.com .
#J-18808-Ljbffr