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Tax Senior Manager - High Net Worth - Boston, MA

Company: Page Executive
Location: Boston
Posted on: February 25, 2021

Job Description:

Tax Senior Manager - High Net Worth - Boston, MA

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  • Save Job Based in Back Bay Private Family Office About Our Client My client is a prestigious multi-family office based in Boston's Back Bay. The firm manages the finances for a small group of New England based High Net Worth families. They are around 50 strong as a firm and the tax team is around 10 people. The client base is predominantly high net worth individuals and their families. Service lines include income and estate tax planning and compliance, sophisticated financial strategies and transaction planning. They also work with both private and public corporations and venture capital groups, for which the firm also provides transactions services including mergers, acquisitions and reorganizations. They have exclusively retained Michael Page Boston to secure their next Tax Manager. Job Description MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants. Description Reporting to one of the firms Partners, the full time Senior Tax Manager position will be required to participate in many, if not all of your client's engagements. Main duties and responsibilities will include the following:
    • Tax compliance including quarterly income tax projections and tax returns for a variety of entities: 1. Fiduciary/ Trusts
      2. Individuals
      3. Partnerships
      4. Private foundations
      5. Individual
      • Tax research on a multitude of tax matters pertaining to the clients; which may focus on income, estate and gift, sales, and/ or use tax; within the context of the various entity types.
      • Management of stock options
      • Developing cash flow strategies and then planning and maintaining the strategy
      • Analyzing the client's portfolio performances: public, venture capital, real estate, and other complex private investments. This recruitment assignment has been retained exclusively by Michael Page. Submit your resume today and Tom Smith will review within 48 hours. If you are deemed suitable, you can expect a callback within 72 hours of submission. The Successful Applicant In return for a competitive remuneration package, the successful candidate will possess the following:
        • CPA/ CFP - highly desirable
        • Strong relevant experience in any of the following areas - HNW tax, Fiduciary tax, Partnership tax, trusts, individual tax.
        • A strong work ethic, loyalty, discretion and the highest ethical standards.
        • Ability to work in Boston's Back Bay. What's on Offer
          • $ 140,000 to $ 180,000 total compensation (depending upon relevant experience)
          • Full tuition reimbursement on any level of education e.g. CPA, MBA, Masters, CFP etc. (upon 1 year anniversary and onwards) We have updated our Privacy Policy *These updates apply to everyone who uses or accesses this site. Please review the policy carefully. If you continue to use or access this site, you do so under the new Privacy Policy.
            Information for California Residents: Click here --to access our privacy policy which contains information regarding the categories of personal information collected through this website, your online application and the business and commercial purpose(s) for which the information will be used.-- Michael Page International Inc. Company Number 65-0790985. Principal Place of Business: 622 3rd Avenue, 29th Floor, New York, 10017 , New York , NY , 10017 Information for California Residents: Click here to access our privacy policy which contains information regarding the categories of personal information collected through this website, your online application and the business and commercial purpose(s) for which the information will be used.

Keywords: Page Executive, Boston , Tax Senior Manager - High Net Worth - Boston, MA, Accounting, Auditing , Boston, Massachusetts

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