Origin Staffing · 1 day ago

FULLY REMOTE Tax Manager - Prominent Wealth Investment Firm

Greater Boston

Full-time

Remote

Mid, Senior Level

5+ years exp

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Hiring Manager

Brian Henry, CPA

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Responsibilities

Manage tax planning and preparation for high-net-worth individuals and related entities while ensuring compliance with federal and state filing requirements

Perform first reviews of individual and fiduciary returns, provide tax planning guidance, and assist in educating staff on tax-related developments

Act as a tax resource for wealth management teams, assist with client communications on tax updates, and contribute to educational materials for clients and staff

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

CPATax PlanningTax PreparationHigh-net-worth IndividualsFiduciary ReturnsPartnership ReturnsPrivate Foundation ReturnsGift Tax ReturnsBig 4 ExperienceLarge Regional Firms Experience

Required

CPA or JD required

5+ years experience from Big 4 or large regional firms with a demonstrated focus on preparing individual and fiduciary tax returns for high-net-worth individuals