Tax Manager

Published May 8th, 2024

Tax Manager title- 
2-3 DAYS IN OFFICE the rest WFH
125K TO 150K 
We are seeking a highly motivated individual to join our well established and growing practice.

The Company is  located in Wellesley, Massachusetts, is a tax preparation and consulting firm with a team of 12 professionals. 
The firm provides tax and consulting services to high net worth individuals and their families, closely held businesses, business owners and entrepreneurs and nonprofit organizations. 
We are dedicated to providing outstanding service to our clients.

Job Responsibilities:

  • 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

Job Qualifications

  • Strong knowledge of federal and state taxation
  • Bachelor’s degree in Accounting and CPA required
  • 6+ years of experience in a tax consulting/CPA firm
  • 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.
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