Tax Manager (Boston area candidates only)

My client in Wellesley, MA is seeking a full-time Tax Manager. This role would require occasional in-office presence at the Wellesley office, but schedule is flexible.

Scope of Position / Overview of Responsibilities

Reporting to the Director of Tax, this person will manage & review junior tax team members’ work and perform returns for high net worth individuals, partnerships, and S-Corps.

• Preparation of complex individual, partnership, fiduciary and corporate returns

• Review of individual, partnership, fiduciary and corporate returns

• Tax planning for high net worth individuals and closely held businesses

• Research tax issues and formulate clear and concise conclusions

• Provide innovative tax planning

• Build relationships and interact with clients to provide excellent planning, consulting and expertise

• Coordinate and manage engagements with staff members

• Communication with other managers and/or partners regarding engagements

• Actively participate in continuing education and professional growth activities

• Contribute to and foster a positive work environment

Qualifications

• Bachelor’s degree in Accounting and CPA or EA required

• Targeting 6 years of experience in a tax consulting/CPA firm, with experience in High Net Worth, Partnerships, or S-Corps (priority to High Net Worth and Partnerships)

• Strong knowledge of federal and state taxation

• Proficient with Microsoft Office, QuickBooks and experience with CCH ProSystem fx preferred

• Analytical, technical tax and accounting skills

• Ability to deliver excellent, quality client service

• Excellent organizational/project management skills and strong attention to detail.

• Deadline-oriented and results driven.

• Excellent verbal and written communication skills.