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Tax Manager – High Net Worth / Private Client Services

Jayes Tech LLC

Wellesley, MA

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JOB DETAILS
SALARY
$130,000–$160,000 Per Year
SKILLS
Certified Public Accountant (CPA), Communication Skills, Customer Relations, Dental Insurance, Develop and Maintain Customers, Fiduciary, Financial Planning, Health Insurance, High Net Worth, Leadership, Private Client Services, Public Accounting, Sales Management, Strategic Planning, Tax Planning, Tax Returns
LOCATION
Wellesley, MA
POSTED
30+ days ago
Benefits:
  • 401(k) matching
  • Dental insurance
  • Health insurance

Responsibilities
Prepare and review complex individual, fiduciary, gift, and estate tax returns
Provide tax planning and advisory services to high-net-worth clients and family groups
Work closely with clients on trusts, wealth transfer, and multi-generational planning strategies
Research complex tax matters and develop planning solutions
Build and maintain strong client relationships
Collaborate with senior leadership on sophisticated tax and financial planning engagements
 
Qualifications
5+ years of tax experience within High Net Worth (HNW), Private Client Services (PCS), or similar environment
Strong experience with individual tax returns and tax planning for wealthy individuals/families
Exposure to fiduciary, estate, or gift tax work preferred
CPA strongly preferred (JD/LLM also considered)
Public accounting or private client advisory background preferred
Strong communication and client management skills
 
Compensation & Benefits
Competitive base salary: $130K–$160K
Health insurance
401(k) + profit sharing
Paid time off
Long-term growth potential
Strong work/life balance culture

About the Company

J

Jayes Tech LLC

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