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Tax Strategy Lead ‑Net‑Worth Clients

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Cerity Partners
Full Time position
Listed on 2026-09-07
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 106000 - 144000 USD Yearly USD 106000.00 144000.00 YEAR
Job Description & How to Apply Below
Position: Tax Strategy Lead for High‑Net‑Worth Clients

Cerity Partners, a growing national RIA, seeks a Tax Manager to advance beyond traditional compliance. You will work with private equity, high-net-worth clients, and multi-state filings, embedding tax in wealth strategy.

This role offers incentive equity opportunities and a fast-paced, collaborative culture across the U.S. You’ll lead planning conversations with advisors, mentor staff, and help scale our Central Tax team while contributing to client outcomes and long-term relationships.

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