Tax Manager (Wealth Management) - $145-160K + 20% Bonus

Company : CyberCoders

Location : Newton, MA, 02459

Posted Date : 11 October 2025

Job Details

Position: Tax Supervisor Or Tax Manager - High-Growth Team
Location: Hybrid (2-3 days a week in office)(Preferred: Boston Area
Compensation: $145,000 - $160,000+ base, plus annual bonus (above market for the right person)
Status: Confidential Search
Why This Role?
If you're looking for something different - a role where technical challenge meets flexibility and autonomy - this might be your lane. We're helping a Top National Wealth Management Firm , quietly build out a hand-picked team of Tax Supervisor + Tax Managers who are reshaping how client service looks in wealth management.
This isn't just about a bigger title. It's about working with smart, supportive people on complex and rewarding client work in the High Net Worth space , all while maintaining the kind of work-life rhythm you usually only dream about in this industry.
What You'll Do
As apart of this growing team, you'll be a key player on a nimble team working with high-net-worth individuals , Real Estate , and closely held businesses . Your role will balance hands-on technical work with strategic advisory and mentorship. You'll:

Lead tax compliance and planning for complex flow-through entities (partnerships, LLCs, etc.)
Work closely with clients to identify tax issues and develop proactive planning strategies
Manage project timelines, workflow, and review deliverables for accuracy and technical quality
Coach and mentor junior staff, while contributing to internal firm growth initiatives
Participate in developing new client relationships and expanding services with existing ones
Research sophisticated tax matters and present findings in a practical, client-friendly way
Collaborate across departments in a culture that prioritizes teamwork and integrity

What You Bring
This isn't an entry point - it's for someone who already knows the ropes and wants more control and more impact . You'll ideally have:

CPA license ; Master's in Taxation a strong plus
5-10+ years of relevant tax experience
Advanced knowledge of partnership taxation , flow-throughs, Trust/Estate and compliance
Experience with HNW Individuals and Real Estate clients
Strong research and communication skills - especially the ability to translate complexity into business language
Project management skills - you know how to juggle deadlines without dropping balls
A team-first mindset, with a real interest in mentoring others and helping the firm grow
Experience using firm tech tools to drive better client outcomes

Location & Flexibility

Hybrid: Greater Boston Area based professionals can enjoy a flexible hybrid model with in-office collaboration when it makes sense.
Wherever you're based, my clients expects clear communication, collaboration, and accountability - and in return, offers real trust and autonomy .

Why People Stay With Us

Challenging, meaningful client work that helps you grow fast - This is not just a compliance job, you'll be working heavily in an advisory role.
Clear paths to advancement (the firm has been growing steadily since 1991)
Core values that actually matter - Integrity, Excellence, Teamwork, and DEI
People-first culture with big-firm resources and a boutique feel

Let's Talk
This is a confidential search , and even if the timing isn't quite right, it could be worth a quick conversation. If it feels like the kind of team you've been hoping to find, reach out and let's connect.