Tax Manager- Individual (hnw), Trust & Estate

Walter Shuffain

Boston, MA, United States
On-site
Estate and trust tax expertise
High-net-worth individual taxation
Client relationship management
Walter Shuffain is seeking a Tax Manager to lead complex estate, trust, and high-net-worth individual tax engagements, serving as a trusted advisor for wealth preservation and transfer strategies

Job Summary

  • Walter Shuffain is seeking a Tax Manager to lead complex estate, trust, and high-net-worth individual tax engagements, serving as a trusted advisor for wealth preservation and transfer strategies.
  • The role involves overseeing fiduciary, estate, and gift tax returns, reviewing trust and estate structures, and building long-term client relationships.
  • WS Advisors, an IPA Top 200 Firm, fosters a collaborative culture focused on accountability, respect, responsiveness, and continuous learning, investing in meaningful careers.

Matching Summary

Walter Shuffain is seeking a Tax Manager to lead complex estate, trust, and high-net-worth individual tax engagements, serving as a trusted advisor for wealth preservation and transfer strategies.

Skills & Requirements

Must-have

  • Estate and trust tax expertise
  • High-net-worth individual taxation
  • Client relationship management
  • Tax compliance and strategic planning
  • Leadership and team mentoring

Nice-to-have

  • Collaborative culture
  • Continuous learning environment
  • Practice development initiatives
  • Wealth preservation strategies

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