Tax Partner - Ultra High Net Worth

Location: Boston, United States; full-time onsite role

Company

Professional services firm providing tax and advisory services to middle-market and high-net-worth clients.

What you will do

• Provide federal and state tax planning, consulting, structuring, and compliance services to ultra-high-net-worth clients.
• Advise real estate sponsors, owners, investors, developers, management companies, joint ventures, family partnerships, individuals, and trusts.
• Plan client engagements, manage compliance projects, and supervise and review the work of tax staff.
• Partner with the UHNW national leadership team and real estate specialists on strategic client engagements.
• Support financial growth efforts, manage a book of business, and develop new and existing client relationships.
• Diagnose client tax needs and develop and implement practical solutions.

Requirements

• Bachelor’s degree in Accounting.
• CPA license or JD required.
• 12+ years of experience working with high-net-worth clients.
• Experience reviewing tax returns for wealthy individuals, family members, trusts, investment entities, and private businesses.
• Strong experience with personal, trust, estate and gift, charitable, flow-through entity, partnership, corporate, and SALT/franchise taxation.
• Strong communication, analytical, client service, engagement management, and relationship-building skills.

Nice to have

• Master’s degree in Taxation or a law degree.
• Experience at a Big Four, national, regional, or local accounting firm, or a large family office.
• Experience with private foundations and reporting for foreign assets, investments, and holdings.
• Demonstrated ability to develop new business relationships and expand services to existing clients.

Culture & Benefits

• Competitive compensation and benefits package.
• Flexible scheduling to support work-life balance while serving clients.
• Opportunities to collaborate with high-performing partners across national markets.
• Reasonable accommodations are available during the recruitment process.