Tax Manager

If you have a strong background in tax preparation and advisory services, particularly within wealth management, financial services, or investment environments, and are interested in taking the next step in your career, reach out to Declan Turner at dturner@daleyaa.com. This is a highly visible opportunity reporting to the Director of Tax, providing tax advisory and compliance services to high-net-worth individuals, fiduciaries, and complex investment entities.

Tax Manager | Boston, MA | Full-Time | Flexible Hybrid

We are partnering with an established wealth management and investment firm to identify a Tax Manager to join its Boston team. This is a highly visible opportunity reporting to the Director of Tax, providing tax advisory and compliance services to high-net-worth individuals, fiduciaries, and complex investment entities. The role will offer exposure to individual, estate, trust, partnership, and corporate taxation, with opportunities to work closely with investment professionals, clients, and attorneys.

Compensation: $125,000-$155,000 base + bonus + profit share

Key Responsibilities:

• Prepare and review individual, fiduciary, gift, partnership, corporate, and private foundation tax returns, including Forms 1040, 1041, 709, 990, 1065, and 1120.
• Work alongside investment managers, clients, and attorneys on income tax and estate planning matters.
• Consult with internal personnel and clients regarding tax-related matters and provide technical guidance.
• Correspond with tax authorities and resolve tax notices and inquiries.
• Prepare tax liability projections and review quarterly estimated tax payments.
• Coordinate with the Operations team to facilitate tax payments and ensure timely compliance.
• Assist with special projects and the development and maintenance of departmental policies and procedures.

Qualifications:

• ???????Bachelor's degree required.
• 6–10 years of relevant tax industry experience.
• CPA designation or Enrolled Agent (EA) required.
• Understanding of portfolio accounting, investment processes, and corporate taxation.
• Experience with individual, fiduciary, partnership, and corporate tax returns.
• Strong technical, communication, and problem-solving skills.
• Ability to manage multiple priorities, work independently and collaboratively, and meet tight deadlines.
• Proficiency in Microsoft Office, particularly Excel, Word, and Outlook.
• Experience with CCH Axcess, Tamarac, Microsoft Dynamics CRM, QuickBooks, or SurePrep is a plus.

If you have a strong background in tax preparation and advisory services, particularly within wealth management, financial services, or investment environments, and are interested in taking the next step in your career, reach out to Declan Turner at dturner@daleyaa.com.

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