About the Role:

Our client, a respected wealth management firm with a strong commitment to work-life balance and professional development, is seeking a Tax Advisor to join its collaborative team. This position offers the opportunity to work directly with high-net-worth individuals, providing comprehensive tax preparation and strategic financial planning guidance. The ideal candidate will bring deep knowledge of individual tax matters, excellent interpersonal skills, and the ability to work cross-functionally across departments.

The Tax Advisor will play a key role in preparing complex individual tax returns, advising on tax planning strategies, and supporting firm-wide tax initiatives. This hybrid position offers flexibility, a collaborative culture, and opportunities for long-term growth in a well-established and client-focused environment.

Qualifications:

Bachelor’s or Master’s degree in Accounting, Taxation, Finance, or a related field

Certified Financial Planner™ (CFP), CPA, or equivalent designation preferred

Minimum of 7 years’ experience in an individual tax preparation environment

At least 5 years’ experience advising individuals or families on personal financial and tax planning

Demonstrated expertise in individual and gift tax matters; fiduciary and estate tax knowledge preferred

Familiarity with investment management concepts and high-net-worth client expectations

Strong analytical and financial planning skills

Excellent verbal, written, and presentation communication abilities

Proven track record working under tight deadlines with flexibility and accuracy

Technologically savvy with a growth mindset toward process improvement

A team player with a proactive attitude and strong client-service orientation

Willingness to take ownership of tasks and contribute to a collaborative, high-performance team

Key Responsibilities:

Prepare complex individual tax returns for high-net-worth clients

Review returns prepared by peers to ensure accuracy and compliance

Analyze quarterly estimated tax payments and manage deadlines

Meet with clients and trustees to present customized tax and financial planning strategies

Collaborate with team members to identify taxable events and legal implications

Lead or contribute to department-wide initiatives related to tax analysis and planning

Partner with General Counsel, Trust Administration, and other internal departments to deliver holistic tax planning solutions

Mentor junior tax advisors and contribute to a culture of continuous learning

Utilize tax planning software such as BNA and ProFx; contribute to workflow improvements and software enhancements

Maintain discretion and uphold confidentiality across all client engagements

Why Apply?

Join a mission-driven, boutique wealth management firm that values long-term career growth, team collaboration, and work-life balance. Our client fosters a supportive culture where employees work cross-functionally, invest in each other’s development, and are encouraged to innovate. With a hybrid work model, ongoing learning opportunities, and direct impact on clients’ financial success, this is an ideal role for a seasoned tax advisor looking to deepen their expertise and grow with a respected firm. Apply today, our team is waiting to hear from you!

Founded in 1969, JOHNLEONARD, a woman-owned business, is the premier staffing choice in Boston and beyond. We provide Temporary/Contract, Direct Hire, Temp-to-Hire, and Payroll services as part of our comprehensive service offerings. JOHNLEONARD is an equal opportunity employer committed to representation, belonging, and accessibility in the workplace. All applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.