Tax Manager

Tax Manager – Burlington, MA

$125K–$150K base profit share discretionary bonusPartner track | Flexible culture | Real work-life balance

Tired of high hours with little payoff?

Here’s your chance to join a small, stable, and well-respected CPA firm that offers leadership opportunity without sacrificing your life outside of work. If you’re an experienced tax pro who wants meaningful client relationships, a voice at the table, and a path to partnership - we should talk.

What’s In It For You

✅ Real work-life balance:

• 37.5-hour workweeks in the off-season
• Busy season maxes out at 45–55 hours
  
  

✅ Career Growth & Leadership

• Partner track available
• Ownership of client relationships
• Oversight of staff with mentorship and development opportunities
  
  

✅ Strong Compensation & Benefits

• Competitive base profit sharing bonus opportunities
• 70% employer-paid health insurance
• 401(k) 3% automatic profit-sharing (after 1 year)
• CPA support: Exam costs $5,250/year tuition reimbursement
• 100% employer-paid life & disability insurance
  
  

✅ Work Environment That Respects You

• Flexible when needed (e.g., weather-related WFH)
• Low travel — all clients are local
• Tight-knit, collaborative team (11-person firm)
  
  

What You’ll Bring To The Table

• 5 years of public accounting experience in tax
• Skilled in individual, partnership, corporate, and trust returns (S Corps, C Corps, Trusts)
• CPA or CPA-track (goal to obtain within 1–2 years)
• Ability to review and train staff (or ready to grow into that)
• Proven client relationship management and onboarding experience
• Interest in firm growth and new client development
• Long-term interest in equity/partnership
  
  

Tools You’ll Use

• QuickBooks (desktop & online) – must be proficient
• UltraTax
• CheckPoint
• Excel (VLOOKUPs, PivotTables)
  
  

Want your tax career to feel like it’s building toward something more? Let’s connect; Bethany Laverriere blaverriere@kbwfinancial.com

KBW789