Senior Tax Manager — Individual, Trust & Estate

Job overview

The Senior Tax Manager — Individual, Trust & Estate role is based in Boston, MA. The posting lists an annual base salary range of $170,000–$220,000. Walter Shuffain, identified in the posting as WS Advisors, is a Boston-based advisory and accounting firm; the role supports its Estates & Trusts practice. The manager oversees complex tax engagements for high-net-worth individuals, trusts, and estates, providing compliance, planning, and advisory services. The role also develops client relationships, mentors staff, manages engagement resources, and contributes to practice growth and business development.

What you'll do

• Oversee client engagements involving high-net-worth individuals, trusts, and estates
• advise on fiduciary, estate, and gift tax matters, trust structures, and family partnerships
• serve as primary client contact
• research and resolve tax issues
• advise clients on business and process improvements
• manage budgets, staff scheduling, workload assignments, billings, and collections
• conduct staff training
• support recruitment, performance management, and business development.

What we're looking for

Skills & competencies

senior tax manager

boston ma

walter shuffain

ws advisors

individual tax

trust & estate

high-net-worth clients

fiduciary tax

estate planning

gift tax

$170k–$220k annually

Work arrangement

• Weekend coverage required

Why this role

The posting seeks a BS or MS in accounting or tax, six years of public-accounting experience as a Tax Manager, and exposure to estate, trust, and high-net-worth individual tax engagements.

About the employer

Walter Shuffain is hiring for this role. Industry: Tax Preparation Services. Sector: 54.