Attorney in Boston, MA

2 views

In-House

Boston, MA

Attorney in Boston, MA

Non-practicing Attorney

5-5 yrs required

No

Job Title:
Tax Manager - Private Wealth

Job Responsibilities:
As a Tax Manager in the Private Wealth Tax practice, the primary responsibilities include:
- Performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns.
- Preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities.
- Advising on the tax implications of transactions for clients.
- Training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors.
- Taking on lead client-contact roles, handling billing, and conducting profitability analysis on engagements.
- Engaging in marketplace eminence building and pursuits.

Education and Experience Information:
- A minimum of 5+ years of public accounting experience, with at least 3 years in investment management.
- A Bachelor's degree in accounting, finance, or another business-related field is required.
- One of the following accreditations must be obtained:
- Licensed CPA in the state of practice/primary office (if eligible to sit for the CPA)
- Licensed attorney
- Enrolled Agent
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
- Experience in reviewing partnership and/or trust documents.
- Experience in managing projects including scheduling, budgeting, client correspondence, and billing.
- Strong communication, interpersonal, and organizational skills are essential.
- Excellent research and writing skills are required.

Preferred qualifications include:
- An advanced degree such as MST, MAcc, JD, or LLM.
- Prior experience with a Big 4 or large CPA firm.
- Knowledge of fund accounting and general ledger accounting.

Salary Information:
The wage range for this role is estimated to be between $93,660 to $213,200. This range reflects a wide array of factors considered in making compensation decisions, including skill sets, experience, training, licensure, certifications, and other business and organizational needs. It is noted that it is not typical for an individual to be hired at or near the top of the range for their role. Compensation decisions are made based on the facts and circumstances of each case. Additionally, there may be eligibility to participate in a discretionary annual incentive program, subject to the rules governing the program, which is dependent on various factors, including individual and organizational performance.

This job offers the opportunity to work in a hybrid work model, requiring co-location in person 2-3 days per week, and the potential need to travel up to 25% on average, depending on the work done and clients served.

Jun 11, 2025
May 21, 2025
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