Tax Asset Management Partner
CMB Staffing Solutions
A Boston Asset Management Tax Partner leads tax strategy, compliance, and consulting for financial services clients (PE, VC, Hedge Funds), driving firm growth by developing new business, managing large client engagements, mentoring teams, and overseeing complex tax matters like ASC 740 and partnership/fiduciary issues, requiring extensive experience (12+ yrs), a CPA/JD, and strong leadership skills for high-growth practices. . Core Responsibilitie sStrategic Leadership : Develop and execute growth strategies for the Asset Management tax practice, working with national leadership
- Client Service : Provide expert tax planning and consulting for complex financial services clients, building strong relationships
- Business Development : Generate new revenue, cross-sell services, and expand the client base
- Team Management : Lead engagement teams, mentor and develop junior staff, and foster future leaders
- Technical Expertise : Oversee compliance and consulting on partnership tax, ASC 740 (Accounting for Income Taxes), fiduciary taxes, and international tax matters
$95k - $110k
...OVERVIEW:With approximately $215 billion of assets under management, Bain Capital is one of the world’s... ...in 24 offices on four continents. We partner differently to help people and companies... ...professionals, other internal finance departments, tax, legal, HR, compliance and IT. The...AssetTaxFull timeWork at office$225k - $337.5k
...multi-region teams and diverse asset classes.Enterprise... ...Custody, Insurance, AIS, and Asset Manager/Asset Owner fund events; drive... ...satisfaction.Govern strategic partner relationships and consulting engagements... ...and, eligibility for certain tax advantaged savings plans.For a...AssetTaxFull timeTemporary workWork at officeFlexible hours$110k - $158.5k
...The Enterprise Risk Business Partner serves as the subject matter expert... ..., and operationalize risk management practices for AI-enabled solutions... ...within investment management, asset management, fund... ...into the Health Savings Account Tax deferred commuter benefits & flexible...AssetTaxWork experience placementLocal areaRemote workFlexible hours- ...delivers innovative advisory, assurance and tax services to our clients. Our strategy is... ...exceptional opportunity for an accomplished tax partner to join our Private Client Services (PCS)... ...planning, charitable giving strategies, asset protection, business succession, and...AssetTaxFull timeFor contractorsLocal areaFlexible hours
$73.5k - $212.28k
...LevelManagerJob Description & SummaryThe OpportunityAs a Partner Tax Preparation Advisor Manager, you will provide personalized tax planning and... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate...AssetTaxFull timeH1b$55k - $151.47k
...Description & SummaryThe OpportunityAs a Partner Tax Preparation Advisor Senior Associate,... ...will build meaningful client connections, manage and inspire others, and navigate increasingly... ...information, handling proprietary assets, or collaborating closely with team members...AssetTaxFull timeH1b$66.75k - $111.24k
...financial goals. Job Overview: The Retirement Partners team within LPL’s Wealth Management (WM) group is responsible for delivering a highly competitive... ...approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The...AssetFull timeWork experience placementWork from home$116k - $174k
...helping our customers grow.Our GTM Systems Partner team is a small group of technical... ...GTM stack from lead routing and lifecycle management to the external-facing partner portal and... ...GitHub to ensure it remains a reusable asset for the wider team.Set and uphold engineering...Asset$109.1k - $143.22k
...with us.Job DescriptionFreshworks is seeking a high-impact Partner Marketing Manager to drive growth across our Americas channel ecosystem, spanning... ...South America), tailor messaging and adapt program assets.Ability to advise or execute high-impact co-marketing programs...AssetWork at officeFlexible hours3 days per week$140k - $160k
...and the work we do possible. Reporting to the VP, Global Partner Programs, the Senior Manager of Global Partner Experience is responsible for helping... ...are supported by the right training, certifications, and assets.Partner with Enablement teams to align enablement...AssetFull timeWork at officeLocal areaImmediate startFlexible hours$91k - $321.5k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects,... ...customer information, handling proprietary assets, or collaborating closely with team...AssetTaxFull timeH1bRemote work$144.3k - $240.5k
...opportunities and challenges.Work you’ll doAs a Manager on the Valuation & Modeling team, you... ..., enterprise values, intangible assets, and legal entities Supporting goodwill and... ...reporting purposes Conducting valuations for tax purposes across federal, state, local, international...AssetTaxLocal area$185k - $255k
...week in officeSalary: $185,000-$255,000 baseA Global independent asset management firm is looking for a Vice President of Finance. This person... ...adhered to -Provide support for all Corporate Treasury and Tax related matters in the region -Development of a strong and scalable...AssetTax- ...are looking for an accomplished tax specialist to join a global investment management organization in Boston, Massachusetts... ...of investment products while partnering with teams throughout the business... ...experience within investment management, asset management, banking, or a related...AssetTax
- A top-tier advisory firm based in Boston seeks an experienced Tax Partner to lead tax engagements and provide strategic guidance to family offices and ultra-high-net-worth clients. The successful candidate will have over 12 years of experience in public accounting, exceptional...TaxWork at officeFlexible hours
- Voya Financial is seeking a VP, Funds & Partner Strategy for Wealth Management to define and execute the strategic vision for investment funds and third... .... Responsibilities include managing partnerships with asset managers, funds distribution, and strategic initiatives...Asset
- RSM US LLP in Boston is seeking an experienced Tax Partner to drive growth for our Family Office Enterprise practice. You will lead complex... ...in client development, cross-functional collaboration, and managing large teams to ensure exceptional service and compliance across...TaxWork at office
- Relativity is seeking a Partner GTM Enablement & Content Specialist to build and maintain... ...courses, sales resources, and go-to-market assets that help partners position, sell, and... ...work with the Partner Enablement Program Manager on onboarding, product launches, and ongoing...AssetRemote job
- ...A respected Professional Services firm is seeking a Tax Partner to lead its tax department. The position involves managing a significant book of business, ensuring tax compliance, and delivering high-level advisory services. Ideal candidates will be proven leaders with...TaxFull time
$130k - $145k
...successful Real Estate investment company looking for an Accounting Manager. This position is located in Boston, MA and is hybrid, 3... ...members of the Finance team and with the Acquisitions, Asset Management, Tax, and Finance teams.Essential Functions:Responsible for overall...AssetTaxWork at office3 days per week$132.1k - $342.7k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality... ...join our dynamic FSO team! Private Tax is a growing practice within the organization... ...network and diverse ecosystem partners, EY teams can provide services in more than...AssetTaxFull timeWork experience placementSummer holidayLocal areaImmediate startFlexible hours- ...overseeing the execution and governance of client portfolios, focusing on achieving tax optimized outcomes efficiently. The ideal candidate should have over 6 years in an investment management environment and possess strong analytical abilities. The position offers a...AssetTax
- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating... ...Sachs and beyond, which may include tax and estate planning, philanthropic... ...bring their wealth to its full potential Partner with internal and external subject matter...AssetTax
- ...PwC's Asset & Wealth Management Tax practice is seeking a Director to lead tax planning, compliance, and strategy for premier clients in the Boston area. You will guide complex tax positions, ensure accurate returns, and protect clients from regulatory risk. You will...AssetTax
- RPM Partners ( is seeking a Managing Director with deep automotive and manufacturing restructuring expertise to advise clients through complex, high‑... ...EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450...TaxLocal area
- ...at both a strategic and execution level, partnering closely with development, engineering, construction, finance, legal, asset management, and executive leadership teams throughout... ...requirements, domestic content programs, tax incentives, logistics, and supply chain traceabilityExperience...AssetTaxContract workFor contractors
- ...be a key member of the upper management, responsible for the integrity... ...Finance will also be a strategic partner to the CFO, supporting balance... ...of accounting principles, tax regulations, and financial systems... ...analysis, collections, and asset quality. Strong leadership and...AssetTaxWork experience placement
- ...scale power generation and energy storage assets. The successful candidate will be... ...energy storage, and a proven track record in managing and scaling geographically distributed development... ...strong understanding of project finance, tax credits, interconnection processes, and...AssetTax
$280k
...companies, direct securities, and separately managed accounts; work closely with GIS Legal and... ...to the Massachusetts Bar; knowledge of tax and structuring considerations affecting tax... ...as required by company policy. PREFERRED: Asset management, institutional investment...AssetTaxFull timeWork at officeVisa sponsorship2 days per week$105k - $145k
O’Shaughnessy Asset Management (OSAM) is part of Franklin Templeton, a forward-thinking asset manager... ...(SMAs) that target improved after-tax outcomes. For more firm information,... ...raise CANVAS assets with Envestnet firms.Partnering with the Franklin Templeton generalist...AssetTaxFull timeLocal areaHome officeFlexible hours
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