• Location: Boston MA
• Type: Perm
• Job #25737

Company Overview:
A multi-family office manager in Boston is hiring a senior level professional for their tax and estate planning team. The role involves working with ultra-high net worth clients, to provide tax and estate planning guidance. 

Job Responsibilities:

• Research income tax and estate planning issues
• Manage the client tax compliance process
• Enhance relationships with clients and provide specific recommendations regarding tax and estate planning
• Participate in the service team’s frequent, direct interaction with clients
• Assist with tax issues and projects associated with the firm’s investment funds

Qualifications:

• Over 10 years of relevant tax experience
• CPA, MST, or LLM designation required
• Advanced individual and estate tax planning background
• Comprehensive understanding of partnership, trust, and private foundation taxation and reporting
• Strong software skills, especially with Excel and preferably tax software such as Pro fx or BNA
• Understanding of California state taxes is a plus

Compensation:
Salary: $200,000 – $300,000, Plus Bonus