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Tax Strategy Lead Wealth Planning; Equity Eligible
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-02-16
Listing for:
Professions Inc
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading wealth advisory firm is seeking a Lead Tax Advisor to provide tax expertise and leadership within their team. This role involves direct collaboration with clients and financial advisors, overseeing compliance, and delivering actionable tax strategies. The ideal candidate will have a Bachelor's degree in Accounting, relevant certifications, and 5+ years of experience in tax preparation. This full-time position offers a competitive salary and a comprehensive benefits package in a collaborative office culture.
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