Wealth Tax Strategist

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Our client is a fiduciary wealth management firm in the Waltham, MA area that works with clients whose financial lives often involve complex stock‑based compensation and personal tax changes. The client is looking for a CPA or Master’s degree holder with 3‑6 years of tax experience who is interested in transitioning into wealth management—supporting client analysis, preparing planning materials, and contributing to a highly collaborative advisory process.

• Participate in client meetings with the Wealth Manager.
• Support comprehensive financial planning, trading, and portfolio management.
• Prepare meeting materials and coordinate follow‑up with clients, attorneys, accountants, and HR contacts.
• Apply CPA expertise to equity compensation and tax planning (ISOs, NSOs, RSUs, ESPPs, AMT).
• Respond to day‑to‑day client needs and ensure timely execution of planning items.

• Active CPA designation with strong tax planning experience, ideally in the high‑net‑worth space.
• Experience with high‑net‑worth personal tax planning.
• Familiarity with equity compensation planning is a plus.
• CFP® designation (or willingness to pursue it with our firm’s support).
• 4+ years in public accounting, tax advisory, or related financial services.

Salary: $125,000 – $140,000 + Bonus

Hours:

8 am to 5 pm
Job