Private Client Tax Manager

Insite US; Massachusetts; On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Flexible hybrid schedules

Leadership development opportunities

Summer Fridays

Job summary

A leading public accounting firm in Massachusetts is seeking a Tax Manager to provide tax consulting and services for high-net-worth clients. As a CPA, you will lead engagements and coach a team of professionals, ensuring accurate filing and tailored strategies. This full-time role offers a collaborative culture with opportunities for professional growth and flexible hybrid schedules.

Qualifications

• CPA with at least 6 years of experience in public accounting focused on Tax and Private Client services.
• Demonstrated expertise in servicing high-net-worth individuals and families.
• Strong communication and multi-tasking capabilities.

Responsibilities

• Provide hands‑on Tax and consulting services.
• Lead Private Client engagements and review Tax filings.
• Coach team members of CPAs and Tax professionals.
• Deliver tailored Tax strategies and planning solutions.
• Ensure accurate and timely Tax filing.

Skills

Tax consulting

Client services

Communication

Strategic thinking

Education

Bachelor’s or Master’s in Accounting or Tax

Job description

your next career move as a Tax Manager with a Top 100 regional public accounting firm! If you're a CPA with a passion for Tax and Private Client Services, this is the role to maximise your impact and professional growth.

Join a collaborative, award-winning culture, their thriving team of 350+ professionals specialises in Private Client Services, Tax, and CPA careers with offices across New England. Offering flexible hybrid schedules, “Summer Fridays,” and a transparent path for leadership development in Tax and Private Client practices.

Responsibilities

• Provide hands‑on Tax and consulting services to high‑net‑worth clients, families, and privately held entities, including C‑Corps, S‑Corps, partnerships, and trusts.
• Lead multiple Private Client engagements and review estate, gift, and fiduciary Tax filings (Forms 706, 709, 1041).
• Coach your team of CPAs and Tax professionals, acting as a trusted advisor and Private Client role model.
• Deliver tailored Tax strategies and planning solutions to every unique Private Client profile.
• Ensure accurate and timely Tax filing while representing clients for federal and state Tax and audit issues.

Qualifications

• CPA with Bachelor’s or Master’s in Accounting or Tax.
• 6+ years' Tax experience in public accounting, focused on Private Client and high‑net‑worth individuals.
• Demonstrated Private Client, CPA, and Tax technical expertise.
• Exceptional communicator and strategic thinker, capable of managing multiple Private Client engagements.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Accounting/Auditing