Private Client Advisor in Cambridge, Massachusetts

Job Title

Client Relationship Ownership

Own the full client relationship from onboarding through ongoing annual advisory and serve as the primary point of contact for an assigned portfolio of approximately 80 to 85 clients.

Build deep, trusted relationships with business owners and high-net-worth individuals who expect a high-touch, proactive experience.

Develop a strong understanding of each client's business, financial priorities, tax strategies, communication preferences, and concerns.

Proactively anticipate client needs, questions, and potential service issues rather than waiting for the client to initiate contact.

Ensure each client understands their current tax position, what has been implemented, what remains outstanding, and what will happen next.

Recognize signs of client dissatisfaction, confusion, or disengagement and address or escalate concerns before they affect the relationship.

Strategy Presentation and Technical Boundaries

Review AI-generated tax strategies and planning packages produced through the Instead platform before each client meeting.

Review client-facing materials for completeness, clarity, consistency, and readiness, and compare the information with known client facts, prior commitments, and open items.

Identify missing information, inconsistencies, or questions that require technical validation before presenting conclusions to the client.

Present approved tax strategies in clear, accessible language and translate complex tax concepts into practical decisions clients can understand and act upon.

Handle client questions and objections during strategy discussions, answering within the scope of the role and escalating technical matters to the Prep and Review Hub or appropriate firm leader.

Client Admin Partnership and Implementation Follow-Through

Lead the two-person client team and maintain accountability for the quality, consistency, and momentum of the overall client experience.

Partner closely with the dedicated Client Admin, with the Advisor owning the relationship and client conversations and the Client Admin supporting scheduling, document collection, meeting documentation, task coordination, and administrative follow-through.

Provide the Client Admin with the context, priorities, decisions, and deadlines needed to support each client effectively.

Guide clients through the implementation of approved tax strategies, including required documentation, entity setup, assigned actions, and execution timelines.

Coordinate with the Prep and Review Hub to support accurate, timely delivery of tax returns, planning packages, and technical work.

Track implementation status across the client portfolio and proactively address delayed documents, missed deadlines, unresolved questions, or incomplete action items.

Client Meeting Leadership

Own the preparation, facilitation, and follow-through for the three primary client touchpoints:
Tax Planning Kickoff meetings, Implementation Calls, and Quarterly Business Reviews.

Prepare for each meeting by reviewing client information, AI-generated materials, implementation status, previous commitments, open questions, and decisions required from the client or Ethics Pro.

Develop focused agendas and supporting materials that make each client conversation relevant, understandable, and action-oriented.

Lead Tax Planning Kickoff meetings to understand the client's business, establish expectations, clarify goals, and confirm responsibilities and timelines.

Lead Implementation Calls that help clients understand what must be completed, who is responsible, and when each step must occur.

Lead Quarterly Business Reviews that connect strategy progress to the client's business priorities, surface changes or risks, and confirm decisions and next steps.

Document decisions, commitments, assigned responsibilities, and deadlines, provide timely follow-up communication, and ensure action items are completed.

Retention and Growth

Drive client retention through exceptional service, proactive communication, demonstrated value, and consistent follow-through.

Identify new planning opportunities or changes in a client's business that may create a need for additional Ethics Pro services…