Senior Tax Manager- Individual (HNW), Trust & Estate

Walter Shuffain is seeking a skilled and motivated Senior Tax Manager- Individual (HNW), Trust Estate to lead and manage complex estate, trust, and high-net-worth individual tax engagements while supporting the continued growth of our Estates Trusts practice. In this role, you will serve as a trusted advisor to high-net-worth individuals and families, providing comprehensive tax compliance and strategic planning services across fiduciary, estate, gift, and individual matters.

Responsibilities

include overseeing complex filings (including fiduciary, estate, and gift tax returns), advising on wealth preservation and transfer strategies, reviewing trust and estate structures, building long-term client relationships, mentoring staff, and contributing to practice development initiatives. The ideal candidate brings strong technical expertise in estate, trust, and individual taxation, along with sound judgment, leadership ability, and excellent communication skills to deliver exceptional client service while driving team and firm success. About Walter Shuffain: Established in 1994 , WS Advisors is a Boston-based advisory and accounting firm dedicated to delivering thoughtful tax, financial, and business guidance that helps clients make confident, forward-looking decisions.

We pride ourselves on a collaborative culture rooted in accountability, respect, responsiveness, and continuous learning, where diverse perspectives are welcomed and individual growth is encouraged. Recognized for excellence, innovation, and a supportive work environment, WS Advisors has been named an IPA Top 200 Firm , an IPA Fastest Growing Firm , an IPA Best of the Best Firm , and one of Accounting Today’s Best Firms to Work For . We invest in our people and foster meaningful careers built on teamwork, integrity, and shared success.

About Ascend: Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. com .

Requirements

, growth objectives and exit strategies Assist in the development and execution of department’s various training programs Set and monitor budgets, assist with staff scheduling and workload assignments Prepare client billings timely and direct and assist with collection efforts Establish and conduct formal training seminars for staff members Think proactively and have involvement in practice development opportunities that cross sell to existing clients as well as new clients Participate in recruitment events, employee performance management, training support, and business development opportunities Building effectiv