Senior Tax & Wealth Planner HNW Clients
Job in
Braintree, Norfolk County, Massachusetts, 02185, USA
Listed on 2026-01-12
Listing for:
Distinct | North America
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
-
Accounting
Job Description & How to Apply Below
An accounting firm in Braintree, MA is seeking a Senior Tax and Strategic Planning Advisor who will engage with high-net-worth families. This full-time role emphasizes strategic planning and client communication without the burdens of compliance-heavy tasks. The ideal candidate has a strong tax foundation, is preferably an EA or CPA, and enjoys problem-solving. A supportive team culture and various benefits are offered, including medical and tuition assistance, with a focus on work-life balance.
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Position Requirements
10+ Years
work experience
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