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Tax Planning Specialist - Multi-Client Family Office
Location: Boston, MA
About the Role
A Boston-based wealth management firm is seeking a proactive and motivated Tax Planning Specialist to join its growing tax and operations team. This role will support tax compliance and planning across multiple investment funds and family office clients, while also working closely with investors and client service teams.
Key Responsibilities
Manage the overall compliance review process for internal investment funds
Research and advise on income tax and partnership tax issues
Provide recommendations on tax and operational matters within the team structure
Support tax projects related to the firm's investment funds
Strengthen relationships with fund investors through responsive service and guidance
Participate in direct client and investor interactions as part of the service team
Occasionally travel for client or business needs
Qualifications
3+ years of relevant tax/accounting experience in a family office, wealth management, or CPA environment (5+ years preferred)
Strong knowledge of partnership and individual tax matters
CPA, MST, or LLM in Taxation preferred but not required
Proficiency with Excel and accounting software (QuickBooks, Addepar a plus)
Experience with tax software such as ProSystem fx or BNA preferred
Detail-oriented, organized, and able to handle multiple priorities in a fast-paced environment
About the Firm
This is a boutique wealth and investment management firm serving ultra-high-net-worth families in the U.S. and abroad. Clients include venture capitalists, private equity investors, and entrepreneurs. The firm advises on investments, asset allocation, and income and estate tax planning. With a growing team and significant assets under advisory, it offers the flexibility of a small firm environment alongside highly competitive compensation and benefits.