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Tax Manager – Wealth Management & HNW Planning; Hybrid

Job in Beverly, Essex County, Massachusetts, 01915, USA
Listing for: KBW Financial Staffing & Recruiting
Full Time position
Listed on 2026-10-12
Job specializations:
  • Finance & Banking
    Wealth Management, Tax Manager
Salary/Wage Range or Industry Benchmark: 125000 - 170000 USD Yearly USD 125000.00 170000.00 YEAR
Job Description & How to Apply Below
Position: Tax Manager – Wealth Management & HNW Planning (Hybrid)

KBW Financial Staffing is partnering with a well-established wealth management firm in Beverly, MA to recruit a Tax Manager for a permanent, hybrid role. The position targets tax professionals coming from public accounting who want to transition into a wealth management environment while servicing sophisticated, high-net-worth clients.

You will own a portfolio, work directly with clients and advisors, and provide year-round tax planning and advisory services with a focus on tax strategies and

We are seeking a motivated Tax Manager – Wealth Management & HNW Planning (Hybrid) to join KBW Financial Staffing & Recruiting in Beverly, MA, United States.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Tax Manager – Wealth Management & HNW Planning (Hybrid) role in the description above.

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