Lead Tax Advisor - Boston

We are conducting a search for a high performing wealth advisory firm for a Lead Tax Advisor to serve as the in house tax subject matter expert and leader of the tax client service function. This is a highly visible role partnering directly with financial advisors and clients to deliver proactive planning, oversee compliance, and build scalable tax operations.Position Overview:In this role, you will act as the technical tax lead on client planning teams, ensuring tax strategy is integrated into broader wealth planning. You will also provide people leadership to the tax service team and maintain high standards across compliance, planning, and client experience.Key Responsibilities:Establish and maintain trusted relationships with clients as the tax technical authority within their planning teamParticipate in client meetings and deliver clear, actionable tax strategy and recommendationsPartner with the wealth advisory team on tax planning workflows, modeling, and implementation supportSupport growth efforts by participating in new client onboarding and transition planningLead the tax client service function across tax compliance and proactive planningPerform final review and sign-off on tax filings, including federal and state returns for individuals, corporations, partnerships, trusts, and estatesOversee client tax projections and manage tax audit support as neededCoach, mentor, and develop team members through consistent, real-time feedback and performance guidanceQualifications and Experience:Required:Bachelor's degree in Accounting and CPA, JD, or EA required (Master's in Taxation or JD strongly preferred)Minimum 5 years of experience preparing/reviewing individual, partnership, fiduciary, estate, and gift tax returnsStrong working knowledge of tax data gathering, analysis, and evaluationAdvanced proficiency with Windows and productivity tools (MS Office, Excel, Adobe Acrobat) and the ability to ramp quickly on new platforms such as CCH Axcess Tax, BNA Tax Planner, and research resources (e.g., RIA Checkpoint, BNA portfolios or equivalent)Strong tax research capability and working knowledge of the Internal Revenue Code, Treasury Regulations, and other applicable guidanceDemonstrated ability to manage high volume workloads and time-sensitive deliverablesPreferred:Experience with ADP, QuickBooks, and CRM/database tools (e.g., Salesforce or similar)Strong communication skills and the ability to collaborate with professionals across a range of tax fluency levelsHigh ownership mentality with comfort operating in a fast-paced, growth-oriented environmentWork ModelThis is an in-office, full-time, exempt role within a collaborative office based culture, with significant flexibility built into the environment.Compensation and BenefitsBase Salary: $130,000 – $160,000Incentive/Equity: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an accelerated path to partner conversion upon vestingBenefits include: medical/dental/vision, retirement plan, PTO, holiday and seasonal flex days, company paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional/personal wellbeing stipend, and additional fringe benefits.

Salary : $130,000 - $160,000