Senior Tax Leader — Multistate & High-Net-Worth Client Advisory

Daley And Associates, LLC.; Boston (MA); Hybrid; USD 200,000 - 250,000; Full time

Job summary

Daley And Associates, LLC is seeking a Senior Tax Manager to lead complex engagements in our Greater Boston tax practice. You will mentor staff, manage client relationships, and play a key role in tax planning, compliance, and advisory services for businesses and high-net-worth individuals.

The ideal candidate has 10+ years in public accounting, an active CPA license, and proven leadership. You will direct multi-state filings, supervise engagements, and contribute to business development in a

Qualifications

• Bachelor’s degree required; Master’s in Taxation preferred.
• 10+ years of public accounting tax experience & active CPA license.
• Ability to work effectively with high-net-worth individuals and privately held businesses.
• Proven experience leading and developing tax professionals.
• Excellent client-facing, written, and verbal communication skills.
• Strong technical and analytical capabilities with the ability to manage multiple priorities.

Responsibilities

• Lead and review complex federal, state, and multi-state tax engagements for businesses, individuals, and high-net-worth clients.
• Oversee tax compliance, planning, projections, and advisory projects across C-Corps, S-Corps, partnerships, fiduciaries, nonprofits, and individuals.
• Serve as a trusted advisor to clients on complex tax matters and planning opportunities.
• Manage IRS and state/local audits, inquiries, and tax notices.
• Conduct technical tax research and provide well-supported recommendations to clients and internal teams.
• Work directly with clients and firm leadership on complex and high-impact tax matters.
• Mentor, train, and develop tax professionals while overseeing workflow, deadlines, and deliverables.
• Contribute to business development, including prospective client meetings, proposals, and identifying opportunities to expand client relationships.
• Help shape tax department processes, technology, and best practices.
• Participate in special projects and consulting engagements as opportunities arise.

Skills

Public accounting tax experience

CPA license

Leadership

Client communication

Analytical skills

Education

Bachelor's degree

Master's in Taxation preferred

Job description

Daley And Associates, LLC is seeking a Senior Tax Manager to lead complex engagements in our Greater Boston tax practice. You will mentor staff, manage client relationships, and play a key role in tax planning, compliance, and advisory services for businesses and high-net-worth individuals.

The ideal candidate has 10+ years in public accounting, an active CPA license, and proven leadership. You will direct multi-state filings, supervise engagements, and contribute to business development in a