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Tax Manager (Trust)

Jobot

Boston, MA

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JOB DETAILS
SALARY
$100,000–$170,000 Per Year
SKILLS
Accounting, Asset Management, Business Banking, Certified Public Accountant (CPA), Commercial Banking, Communication Skills, Customer Relations, Customer Support/Service, Detail Oriented, Estate Planning, Finance, High Net Worth, Interpersonal Skills, Leadership, Legal, Maintain Compliance, Mentoring, Multitasking, Needs Assessment, Private Banking, Regulatory Compliance, Service Delivery, Strategic Planning, Tax Accounting, Tax Planning, Tax Regulations, Team Lead/Manager, Time Management, Wealth Management
LOCATION
Boston, MA
POSTED
Today
Our client is a commercial bank providing private banking, business banking, and wealth management services.

This Jobot Job is hosted by: Mallory Schreiner
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $100,000 - $170,000 per year

A bit about us:

Our client is a commercial bank providing private banking, business banking, and wealth management services.

Why join us?

Full medical, dental, and vision
Hybrid (very flexible)

Job Details

Job Details:

We are on the hunt for a dynamic, experienced, and highly skilled Tax Manager (HNW) to join our fast-paced Accounting and Finance team. This role is integral to our business and requires an individual with a deep understanding of high net worth (HNW) individual tax compliance, trust and estate tax planning, and estate planning. The ideal candidate will have a strong ability to manage a diverse portfolio of clients, ensuring all tax compliance obligations are met while providing sound and effective tax planning advice.

Responsibilities:

As our Permanent Tax Manager (HNW), you will be responsible for:

1. Managing and overseeing all aspects of tax compliance for a diverse portfolio of high net worth individuals, trusts, and estates.
2. Providing strategic tax planning advice tailored to each client's individual needs, taking into account their wealth and estate planning objectives.
3. Building and maintaining strong relationships with clients, understanding their unique needs and providing tailored solutions.
4. Coordinating with other departments to ensure seamless service delivery to clients.
5. Staying abreast of the latest developments in tax law and regulations, ensuring our clients' tax strategies are optimized and compliant.
6. Leading and mentoring a team of junior tax professionals, fostering a culture of continuous learning and development.
7. Collaborating with senior management to develop and implement tax strategies and initiatives that align with our business objectives.

Qualifications:

The successful candidate will have the following qualifications:

1. Bachelor's degree in Accounting, Finance, or a related field. A Master's degree or CPA is preferred.
2. A minimum of 5 years of experience in a tax role with a focus on high net worth individuals, trusts, and estates.
3. In-depth knowledge of tax compliance, trust and estate tax planning, and estate planning.
4. Strong leadership skills with a proven track record of managing and developing teams.
5. Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and colleagues.
6. The ability to think strategically and provide innovative tax solutions that meet our clients' individual needs.
7. A commitment to staying up-to-date with the latest developments in tax law and regulations.
8. A high level of attention to detail and the ability to manage multiple tasks and deadlines simultaneously.

Join our team and take on the exciting challenge of managing the complex tax needs of high net worth individuals and their estates. Your expertise will ensure our clients' assets are managed effectively and their tax obligations are met, while your strategic advice will help them achieve their wealth and estate planning objectives. We look forward to welcoming a new Permanent Tax Manager (HNW) to our professional family.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com