Hybrid Tax Manager (CPA/EA) – Client-Focused Wealth Tax

Jobot; Boston (MA); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Profit sharing

401(k) matching

Health, dental, vision, and disability

Hybrid work environment

Commuter benefit

Tuition assistance

Inclusive culture

Job summary

Jobot is seeking a Tax Manager in Boston, MA, to lead complex tax engagements and coordinate with clients, attorneys, and investment managers. The role requires CPA or Enrolled Agent designation and 6–10 years of relevant tax experience. Hybrid in-office schedule with competitive compensation and benefits.

You will prepare and review returns across multiple tax types and advise on planning, projections, and compliance while collaborating with cross-functional teams in a fast-paced firm.

Qualifications

• Bachelor’s degree required and CPA or EA designation.
• 6–10 years of tax or financial-services experience.
• Prepare and review diverse tax returns (1040, 1041, 709, 990, 1065, 1120).
• Advise on income tax, estate planning, estimated taxes, and tax-liability projections.

Responsibilities

• Prepare and review individual, fiduciary, gift, partnership, corporate, and private-foundation tax returns, including Forms 1040, 1041, 709, 990, 1065, and 1120.
• Advise clients and internal teams on income tax, estate planning, estimated taxes, tax-liability projections, and related matters.
• Partner with investment managers, clients, attorneys, Operations, and tax authorities to coordinate payments and resolve notices.

Skills

Tax planning

Client collaboration

Analytical thinking

Education

Bachelor's degree

CPA or Enrolled Agent designation

Tools

CCH Axcess

Tamarac

Microsoft Dynamics CRM

QuickBooks

SurePrep

Job description

Jobot is seeking a Tax Manager in Boston, MA, to lead complex tax engagements and coordinate with clients, attorneys, and investment managers. The role requires CPA or Enrolled Agent designation and 6–10 years of relevant tax experience. Hybrid in-office schedule with competitive compensation and benefits.

You will prepare and review returns across multiple tax types and advise on planning, projections, and compliance while collaborating with cross-functional teams in a fast-paced firm.