Private Wealth Services Tax Manager (Personal Financial Services)

Location: Boston, MA, United States. Hybrid role requiring in-person attendance at least three days per week at a hirify.global office or client site.

Salary: $138,000–$172,500 base salary per year.

Company

hirify.global provides audit, tax, and advisory services through a multinational professional-services platform operating across the United States, Ireland, and more than 150 global markets.

What you will do

• Conduct primary and secondary reviews of complex tax returns for high-net-worth, closely held business, and family business clients.
• Provide income, estate, gift, charitable, and generation-skipping tax planning and consulting.
• Manage multiple client service teams and tax engagements from planning through completion, including budgets and proposals.
• Research tax matters, prepare and process returns using tax software, and respond to IRS and other tax authority inquiries.
• Maintain client relationships and coordinate with attorneys, financial asset managers, and other client advisers.
• Develop, train, mentor, and evaluate tax staff while supporting recruiting and business development activities.

Requirements

• Bachelor’s degree in Accounting.
• CPA, licensed Bar membership, or Enrolled Agent designation with a master’s degree.
• Six to ten years of progressive tax compliance or consulting experience in family wealth planning or a related area.
• Experience serving family units with net worth of $25 million or more and implementing tax strategies.
• Strong analytical, technical, tax accounting, client service, communication, leadership, and business development skills.
• Ability to manage multiple engagements and competing priorities in a fast-paced environment.

Culture & Benefits

• Hybrid work model with flexibility in work location, schedules, and time off.
• Personalized benefits and work-life integration support.
• Medical, dental, vision, employee assistance, retirement, paid sick leave, and holiday benefits subject to eligibility.
• Potential discretionary annual bonus based on individual and firm performance.
• Inclusive workplace focused on diversity, equity, inclusion, and reasonable accommodations.

Hiring process

• Selected applicants are contacted by a hirify.global team member to schedule an interview.