Alternative Investments Manager/Senior Manager

LiveWell Homecare Agency; Boston (MA); On-site; USD 140,000 - 220,000; Full time

Job summary

LiveWell Homecare Agency seeks a Senior Tax Manager to lead a portfolio of corporate tax engagements, providing expert guidance on U.S. GAAP and tax regulations while ensuring high-quality client deliverables.

You will oversee engagement risk, budgeting, and billing, and collaborate with partners on strategic approaches for investment entities. The role requires at least five years of corporate tax experience with managerial responsibilities in public accounting, plus a CPA/JD/LLM/EA credential.

Qualifications

• Minimum five years of corporate tax experience with managerial responsibilities in public accounting.
• Experience with investment entities and taxation of corporations, partnerships, and flow-through entities.
• Excellent communication skills to clearly articulate complex financial information.

Responsibilities

• Serve as the primary contact for internal and external clients and manage relationships.
• Lead and direct teams of tax professionals on various client projects.
• Analyze and interpret tax laws affecting clients and develop strategies.
• Manage engagement risks, billing, collections, and project budgets.
• Mentor team members and contribute to client service delivery.

Skills

Corporate tax

Managerial experience

Communication skills

Public accounting

Education

Bachelor’s degree

CPA/JD/LLM/EA credential

Job description

Role Overview:

This position involves managing a diverse client portfolio, leading tax teams, and providing expert guidance on U.S. GAAP and tax regulations. You will oversee engagement risk, financial performance, and client deliverables, ensuring high-quality tax advice and compliance.

Key Responsibilities:

• Serve as the primary contact for internal and external clients, managing relationships and expectations.
• Lead and direct teams of tax professionals on various client projects.
• Analyze and interpret tax laws affecting clients, developing strategies and supporting arguments.
• Manage engagement risks, billing, collections, and project budgets.
• Contribute to market activities, mentor team members, and provide leadership in client service delivery.

Qualifications & Skills:

• Minimum five years of recent corporate tax experience supporting investment entities, with prior managerial experience in a public accounting firm.
• Bachelor’s degree from an accredited institution; CPA, JD/LLM, or EA credential required or to be obtained within one year.
• Proficiency in taxation of corporations, partnerships, and flow-through entities.
• Excellent communication skills to articulate complex financial information clearly.

Additional for Senior Manager:

At least eight years of relevant experience, with expertise in reviewing tax returns (1120 RIC, 1065), and managing multiple client engagements, and mentoring teams.