Tax Manager (High Net Worth Clients) Hybrid - Boston

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 :

Compensation & Benefits :

Interested candidates should send a resume directly to Kyle Archerat karcher @daleyaa.com .

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