Tax & Estate Planning Advisor

We are a Boston-based wealth management firm with an office in Israel, looking for a highly motivated and detail-oriented Tax Advisor to join our Israel team. This is primarily an on-site position with some flexibility for remote work. If you have expertise in both Israeli and U.S. individual tax law and enjoy working with high-net-worth clients, external advisors, and a collaborative team, we’d love to hear from you.

What You’ll Do:

• Manage and coordinate tax compliance, tax payments, and advisory work for clients

• Develop and implement estate planning strategies

• Collect and organize tax documents for client accountants

• Oversee bookkeeping and payroll as needed

• Engage with external client advisors (accountants, tax attorneys, etc.)

• Review clients’ monthly reports and financial documentation

• Research Israeli and U.S. tax laws and regulations

• Communicate effectively in English and Hebrew with clients, team members and service providers

• Maintain accurate and well-organized client records

What We’re Looking For:

• Bachelor’s degree in Accounting or Law

• US or Israeli Certified CPA

• 3+ years of experience in an international tax department at a top accounting or law firm

• Strong knowledge of personal tax returns (IL/US) – HNW client experience is a plus

• Expertise in international and local tax laws

• Detail-oriented, highly organized, and an efficient problem-solver

• Ability to work independently and collaboratively in a fast-paced environment

• Fluent in English and Hebrew (written & verbal)