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Senior Tax Manager - Private Client Services | Boston | $190k

Daley and Associates

  • Boston, MA
  • Today
  • $155,000–$190,000 Per Year

Highlights

A leading top 100 CPA and business advisory firm is seeking a Senior Tax Manager to join its Private Client Services team, supporting high-net-worth individuals, multi-generational families, trusts, estates, and fiduciary tax matters. This is a strong opportunity for an experienced tax professional who wants sophisticated client work, leadership exposure, and a more balanced public accounting environment.

Numbers & Facts

LocationBoston, MA
IndustryStaffing/Employment Agencies
Salary$155,000–$190,000 Per Year
Company Size20 to 49 employees
Year Founded2005
Websitehttp://daleyaa.com/

Description

Senior Tax Manager – Private Client Services / HNW
$155K–$190K Base | Flexible Hybrid | Boston

A leading top 100 CPA and business advisory firm is seeking a Senior Tax Manager to join its Private Client Services team, supporting high-net-worth individuals, multi-generational families, trusts, estates, and fiduciary tax matters.

This is a strong opportunity for an experienced tax professional who wants sophisticated client work, leadership exposure, and a more balanced public accounting environment.

Key Responsibilities:

  • Lead advanced tax planning for HNW individuals, families, trusts, and estates
  • Review complex Forms 1040, 1041, 706, and 709
  • Serve as a trusted advisor across income, estate, gift, and fiduciary tax matters
  • Manage multiple client engagements, workflows, and deliverables
  • Mentor and develop Managers, Supervisors, and Associates
  • Support client retention, growth, networking, and business development efforts

Qualifications:

  • 8+ years of technical tax experience in public accounting
  • 3+ years in a managerial role
  • Strong HNW individual tax experience
  • CPA, EA, or JD required
  • Bachelor’s or Master’s degree in Accounting or Taxation
  • Strong communication, leadership, research, and client advisory skills

Additional Details:

  • Saturdays expected during busy season
  • Summer Fridays
  • Unlimited PTO
  • Relaxed environment

If you are interested in learning more, please apply directly to this ad or email Marek at malbiero@daleyaa.com.

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About Company

Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.


Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.

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