Role details

Tax Manager - High-Net Worth Families/Individuals - Boston

Boston   •  Permanent

Bullet points

  • Prestigious Wealth Management Company with strong emphasis on Work-Life Balance
  • Opportunity to lead an evolving team of tax and estate professionals

About Our Client

My client is a prestigious wealth management company who is committed to promoting a healthy work-life balance. The firm provides advice to affluent, sophisticated trust and individual high-net worth clients.

Job Description

The Tax manager will be responsible for, but not limited to:

  • Lead, motivate, and challenge staff comprised of tax and estate professionals possessing a wide-range of skill level, experience and professional achievement.
  • Organize, coordinate and assign work assignments and projects ensuring quality service is provided to the Trustees and their clients.
  • Drive successful working relationships and interact regularly with Trustees in an advisory capacity with existing and potential clients to assist with complex tax and estate planning concepts and solutions.

The Successful Applicant

The ideal candidate will posses the following characteristics: .

  • Experience in foreign trust and individual taxation with a family office or fiduciary services provider.
  • Experience in the creation and implementation of efficient tax planning strategies for high net worth individuals.
  • Experience in tax consequences associated with foreign trusts, estates and investment vehicles.
  • Experience in the application of income/estate/gift tax treaties and the tax implications of cross-border financial transactions.

What's on Offer

  • Competitive base salary + bonus
  • Generous benefits package

Apply for this job

Click the Apply or LinkedIn button below or contact Rob Bourdon quoting job reference 1198120
As you are using an Apple iOS device we are unable to offer you the CV upload function. Please apply with your Linkedin profile below or contact Rob Bourdon quoting job reference 1198120