Tax Manager

Tax Manager – Worcester, MA (Hybrid)

About

Our client is a boutique CPA firm serving privately owned businesses and their owners, including real estate investors, construction and trade companies, professional service firms, and other entrepreneurial, service‑based organizations. The firm supports closely held companies with complex tax considerations. Services include individual, S corporation, and partnership tax compliance; multi‑state filings; tax planning and advisory; IRS and state notice resolution; and strategic consulting around cash flow, profitability, entity structure, and business growth. The firm is seeking an experienced Tax Manager who can lead tax engagements, guide day‑to‑day tax operations, and help scale a high‑touch, growing practice.

Role Overview

This newly created hybrid role in Worcester, MA is ideal for a Tax Manager who enjoys both technical depth and operational leadership. You will oversee tax preparation and review for small to mid‑market clients (typically $1–5M revenue), many of whom rely on the firm for both bookkeeping and tax services. As the technical owner of tax returns, you will manage the prep/review workflow, elevate quality and efficiency, and serve as a trusted, year‑round advisor to clients. This role offers meaningful influence on firm processes, client service delivery, and long‑term growth.

Key Responsibilities

• Prepare and review individual and business tax returns, including Forms 1040, 1120S, 1120, 1065, multi‑state filings, and related schedules.
• Manage the tax preparation and review function that reduces founder dependency.
• Lead quality control through checklists, sign‑off standards; train and support preparers and reviewers.
• Provide proactive client consulting, tax planning, and clear explanations of tax positions.
• Mentor senior preparers, set performance expectations, and participate in recruiting as the team grows.
• Recommend and implement improvements in tax workflows, processes, and technology.
• Manage deadlines, e‑filings, and correspondence with federal and state tax authorities.

What You Bring

• Technical confidence with federal and state tax rules and complex return mechanics.
• Calm, steady performance during peak season and client escalations.
• Operational discipline with a focus on building repeatable processes, documentation, and SLAs.
• Client‑centric communication that builds trust and strengthens relationships.
• A builder mindset with the ability to create systems that scale and remove bottlenecks.

Skills & Experience

• 7 years of tax preparation and review experience preferred
• Experience with Wolters Kluwer CCH ProSystem FX or CCH Axcess preferred.
• Familiarity with e‑filing systems and document management tools.
• CPA or EA preferred