Tax Manager- Individual (hnw), Trust & Estate

Walter Shuffain

Boston, MA, United States
Base: $145,000-175,000; bonus/equity: not specifie...
On-site
Estate, trust, and individual taxation expertise
Client relationship management
Tax compliance and strategic planning
Lead and manage complex estate, trust, and high-net-worth individual tax engagements while supporting the continued growth of our Estates & Trusts practice

Job Summary

  • Lead and manage complex estate, trust, and high-net-worth individual tax engagements while supporting the continued growth of our Estates & Trusts practice.
  • Serve as a trusted advisor to high-net-worth individuals and families, providing comprehensive tax compliance and strategic planning services across fiduciary, estate, gift, and individual matters.
  • The ideal candidate brings strong technical expertise in estate, trust, and individual taxation, along with sound judgment, leadership ability, and excellent communication skills to deliver exceptional client service while driving team and firm success.

Matching Summary

Lead and manage complex estate, trust, and high-net-worth individual tax engagements while supporting the continued growth of our Estates & Trusts practice.

Salary

Base: $145,000-175,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Estate, trust, and individual taxation expertise
  • Client relationship management
  • Tax compliance and strategic planning
  • Wealth preservation strategies
  • Leadership and team mentoring

Nice-to-have

  • Collaborative culture
  • Continuous learning
  • Practice development initiatives

Key Requirements

  • 6 years of experience in Public Accounting
  • BS or MS in Accounting or Tax
  • Ability to lead and manage a team
  • Strong knowledge of Tax laws

Work Rights

Not specified

Tailored Resume

Cover Letter