Job Description
Job Description
Job Title: Senior Tax Manager – Private Client Services
Location: Foxborough, MA 02035
Experience: 7–10 Years
Work Arrangement: Hybrid
Position Overview:
We are exclusively representing a prestigious client seeking a Senior Tax Manager to join their Private Client Services practice. This highly hands-on role involves delivering sophisticated tax and advisory services to high-net-worth individuals and families. The ideal candidate will have deep expertise in estate and trust planning, wealth transfer strategies, and charitable giving.
Key Responsibilities:
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Provide strategic tax planning and consulting for HNWIs, including estate, trust, and philanthropic planning.
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Manage complex individual tax returns and related filings.
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Work closely with clients to understand their financial goals and develop tailored tax solutions.
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Collaborate with internal teams to ensure seamless client service and compliance.
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Mentor junior staff and contribute to overall team development.
Requirements:
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CPA required.
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Bachelor’s degree in Accounting or related field.
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7+ years of progressive experience in a mid-tier or boutique public accounting firm.
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Strong technical knowledge with a hands-on approach to client service.
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Excellent communication, leadership, and relationship management skills.