Accounts & Tax Senior Manager

Insite Group; Massachusetts; Hybrid; USD 145,000 - 190,000; Full time

Benefits offered by this job

Hybrid work model

Best Place to Work

Job summary

Insite Group in Boston/Andover, MA, seeks a Senior Manager for Strategic Business Solutions (Tax & Accounting) to integrate year-end tax strategy with financial reporting for closely held and middle-market clients.

The role requires strong dual-exposure in tax planning and GAAP financial reporting, with leadership responsibilities and a hybrid work setup in Massachusetts.

Qualifications

• 7+ years of progressive public accounting experience with strong dual-exposure in tax compliance/planning and financial accounting (reviews/ compilations).
• Active CPA or EA designation strongly preferred.
• Experience with ProSystem fx Tax, ProSystem fx Engagement, QuickBooks, and Microsoft Office (Excel, Word).

Responsibilities

• Serve as the primary trusted advisor for a portfolio of clients, integrating year-end tax strategy with financial reporting and metrics.
• Lead and review Compilation and Review engagements for closely held businesses across industries, ensuring high-quality GAAP reporting.
• Oversee the review and sign-off of complex federal and state tax returns for corporations, partnerships, and high-net-worth individuals.
• Perform year-end tax planning, tax provisions, projections, and extensions to minimize client tax exposure.
• Mentor and manage associates; delegate tasks to achieve billing targets and deadlines.
• Manage engagement economics including billing, realization tracking, and budget adherence.

Skills

Public accounting

Tax planning

Financial reporting

Team leadership

Client advisory

Education

Bachelor's degree in Accounting

Master's in Taxation/Accounting

CPA or EA designation

Tools

CCH ProSystem fx Tax

ProSystem fx Engagement

QuickBooks

Excel

BNA Tax Planner

ProSystem fx Fixed Assets

Job description

Job Title: Senior Manager - Strategic Business Solutions (Tax & Accounting)

Locations: Boston & Andover, Massachusetts

Position Type: Full-Time

Salary: $145,000 - $190,000 + benefits package!

The Role:

My client are one of the fastest-growing accounting and advisory firms in New England and due to their continued growth, they are seeking an experienced Senior Manager to join their Strategic Business Solutions team. This role is designed for a versatile accounting professional who excels at the intersection of technical tax planning and financial reporting (reviews & compilations). As a Senior Manager, you will serve as a holistic business advisor to closely held businesses, middle-market entities, and their owners - delivering seamless, end-to-end tax strategies and financial accounting solutions while helping lead and expand our advisory practice.

Key Responsibilities:

• Serve as the primary, trusted advisor for a portfolio of clients, integrating year-end tax strategy directly with underlying financial reporting and operational metrics.
• Lead and review Compilation and Review engagements for closely held businesses across diverse industries, ensuring high-quality GAAP/financial reporting standards.
• Oversee the review and sign-off of complex federal and state income tax returns for Corporations, Partnerships, and High-Net-Worth Individuals.
• Perform year-end tax planning, tax provisions, projections, and extensions to proactively minimize client tax exposure.
• Mentor, coach, and manage associates and staff members; delegate engagement tasks efficiently to achieve team realization, billing targets, and tight client deadlines.
• Manage engagement economics, including billing preparation, fee negotiations, realization tracking, and budget adherence.
• Foster strong internal working relationships with Partners, Managers, and specialized service lines across the firm.
• Lead targeted consulting initiatives, entity restructuring, and specialized accounting projects as client needs dictate.

Qualifications & Background:

• Bachelor's degree in Accounting required; Master's in Taxation/Accounting
• Active CPA or EA designation strongly preferred.
• 7+ years of progressive public accounting experience with strong dual-exposure in both tax compliance/planning and financial accounting (reviews/compilations), including 2+ years in a supervisory/managerial role.
• Advanced working knowledge of CCH ProSystem fx Tax, ProSystem fx Engagement, QuickBooks, and Microsoft Office (Excel, Word). Familiarity with BNA Tax Planner and ProSystem fx Fixed Assets is a plus.
• Exceptional verbal and written communication skills with proven ability to translate complex financial and tax concepts for business owners and executive leadership.
• Demonstrated track record of juggling multiple high-priority engagements in a fast-paced environment while maintaining strict confidentiality and precision.

Why Consider This Role?

• True Hybrid Expertise: Avoid getting pigeonholed into pure compliance or audit - leverage your full skill set across financial reporting and high-value tax advisory.
• Fast-Growing Platform: Their rapid expansion in New England offers accelerated partner-track opportunities and practice leadership potential.
• Award-Winning Culture: Benefit from a flexible hybrid work model and a collaborative environment recognized for 20 years as a Best Place to Work.