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Senior Tax Strategy & HNW Client Advisor
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-09-07
Listing for:
Cerity Partners Management LLC
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Cerity Partners seeks a Tax Manager to advance beyond traditional compliance and grow within a holistic wealth-strategy framework. You will work with investment, estate, and planning professionals to apply tax expertise across real-world client situations—from complex K‑1s to multi-state filings—while mentoring juniors and expanding client relationships.
The role emphasizes integrated tax, estate and financial planning, with opportunities for education and equity.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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