Private Wealth Services Tax Manager

TL;DR

Private Wealth Services Tax Manager (Finance): Managing complex tax returns and providing income, estate, and gift tax planning strategies for high net worth clients with an accent on accuracy, quality, and client service. Focus on leading client service teams, tax consulting, and mentoring staff in a hybrid work environment based in Boston, MA.

Location: Boston, MA, United States with hybrid work requiring in-person attendance at least two days per week.

Company

hirify.global is a multinational professional services firm delivering audit, tax, and advisory services with a strong cross-border culture and over 12,000 professionals worldwide.

What you will do

• Provide tax planning and consulting for high net worth clients on estate, wills, trusts, and individual income taxes.
• Manage multiple client service teams and tax projects across various industries.
• Develop, train, and mentor staff while assessing performance.
• Research and consult on federal estate, gift, charitable planning, and generation-skipping tax matters.
• Respond to IRS and tax authority inquiries and maintain client communication.
• Support business development activities including proposals and client pursuits.

Requirements

• Location: Must be based in Boston, MA, United States with hybrid work model.
• Bachelor's degree in Accounting with CPA, Bar membership, or Enrolled Agent designation (with Masters Degree).
• 6-10 years of progressive tax compliance and consulting experience in Family Wealth Planning or related area.
• Experience with family units having $25 million+ net worth and proven tax strategy implementation.
• Strong analytical, technical, client service, leadership, and communication skills.
• Ability to manage multiple engagements and priorities in a fast-paced team environment.

Culture & Benefits

• Flexible work options with hybrid model requiring some in-person attendance.
• Comprehensive personalized benefits supporting diverse identities and roles.
• Support for work-life integration and well-being.
• Commitment to diversity, equity, and inclusion.
• Discretionary annual bonus based on individual and firm performance.

Hiring process

• Selected candidates will be contacted to schedule interviews.
• Encouragement to explore other roles and learn about the company.