Manager – Business Advisory Solutions

Jobtailor; Braintree (MA); On-site; USD 90,000 - 135,000; Full time

Job summary

Jobtailor in Massachusetts seeks a seasoned tax and accounting professional to lead tax closings and financial reporting for clients. The role demands detailed review of tax returns, close coordination with staff, and ensuring compliance across multiple tax types.

You will field client questions, conduct research, and supervise accountants while developing budgets and pricing strategies. Strong leadership and communication are essential.

Qualifications

• Bachelor's degree in Accounting is required.
• CPA certification in progress is acceptable.
• Minimum 7–8 years of public accounting experience.
• Excellent verbal and written communication skills.
• Demonstrated teamwork and leadership abilities.
• Ability to work independently and with others.
• Strong analytical, organizational and project-management skills.
• Proficient with Microsoft Office.
• Knowledge of CCH Axcess, CCH Workflow, Caseware, and CCH Document is a plus.

Responsibilities

• Detailed reviewer of tax closings, closing of books, and tax prep.
• Field client questions on compliance matters (income, franchise, sales/use, labor, benefits).
• Conduct tax and accounting research for accurate reporting.
• Develop budgets and pricing, select staff, assign workloads, and prepare reports.
• Provide direction and build trust with staff and client management.
• Oversee staff in planning, preparation, review, and wrap-up tasks.
• Contribute to strong client relationships through positive interactions.
• Provide training and supervision to staff and senior accountants.
• Assess staff performance and provide feedback.

Skills

Verbal Communication

Written Communication

Teamwork

Leadership

Independence

Education

Bachelor's degree in Accounting

CPA (In Progress)

Tools

Microsoft Office

CCH Axcess

CCH Workflow

Caseware

CCH Document

Job description

Responsibilities

• Detailed Reviewer of Tax Closings, Closing of Books, and tax preparation
• Field client questions and inquiries on all compliance matters such as income tax, franchise tax, sales/use tax, labor, benefits, etc.
• Intermediate tax and accounting research necessary to ensure accurate accounting and tax reporting
• Developing budgets and pricing, select staff and assign workloads, and prepare reports
• Provide a sense of direction and purpose for staff members, while earning the trust of coworkers and client management
• Oversee, Supervise, and Manage Staff coordinating the day-to-day duties of planning, preparation, review, and wrap-up
• Contribute to a strong client relationship through positive interactions with client personnel
• Provide training, direction, and supervision to staff and senior accountants
• Assess performance of staff and provide appropriate feedback

Requirements

• Bachelor's degree required in Accounting
• CPA or (in progress)
• Minimum of 7-8 years of experience gained within a public accounting firm required
• Excellent verbal and written communication skills
• Demonstrated teamwork and leadership skills
• Ability to work independently, but also work well with others
• Outstanding analytical, organizational and project management skills
• Proficient in Microsoft Office Applications
• Knowledge of CCH Axcess, CCH Workflow, Caseware, and CCH Document is a plus

Hard Skills

• Tax Compliance
• Accounting Research
• Budget Development
• Financial Reporting
• Performance Assessment

Soft Skills

• Verbal Communication
• Written Communication
• Teamwork
• Leadership
• Independence

Certifications & Qualifications

• Bachelor's Degree in Accounting
• CPA (In Progress)