Senior Tax Manager

Daley And Associates, LLC; Braintree (MA); On-site; USD 150,000 - 190,000; Full time

Job summary

Daley And Associates, LLC seeks a seasoned tax professional to coordinate and lead the tax department, ensuring high-quality services for all client types.

The role requires supervising staff, reviewing complex tax returns, planning projections, and handling IRS/state audits while contributing to business development and staff training.

Qualifications

• Ten plus years tax experience in public accounting.
• Demonstrated supervisory experience.
• Licensed CPA with BA/BS and Master’s in taxation.

Responsibilities

• Coordinate activities of the tax department.
• Review and manage staff deliverables (tax returns, extensions, planning calculations, write-ups).
• Prepare and review complex tax planning projections for individuals and corporations.
• Manage client deliverables and due dates; respond to audits and notices.

Skills

Supervisory experience

Attention to detail

Strong communication

Multitasking

Education

BA/BS degree

CPA license

Master's in taxation

Tools

ProSystem

BNA

Job description

Primary responsibility is to coordinate the activities of the tax department and render quality tax services to clients.

Review and manage staff deliverables including tax returns, extensions, tax planning calculations, and write-up work for all entity types (C-Corp, S-Corp, Partnership, Non-Profit, gift, multi state).

Prepare and review complex tax planning projections for individual and corporate clients.

Manage and monitor client deliverables and due dates.

Review complex U.S. and multi-state income tax returns for business entities, including consolidated and non-consolidated C-corporations, S-Corporations, Partnerships, Fiduciary, and Non-Profit Organizations.

Review complex U.S. and state individual income, gift tax, and estate tax returns.

Conduct and review complex tax research and prepare memorandum outlining findings and conclusions.

Respond to IRS and state agency audits, inquiries, and tax notices. Handle federal, state, and local tax audits.

Delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed.

Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters.

Assist with business development efforts, including but not limited to, meeting with prospective clients, preparing fee quotes and proposals, and evaluating clients’ needs.

Lead the department in knowledge of software, processes, and workflows.

Responsible for employee training for new hires and ongoing evaluation of tax staff.

Engage in consulting and special projects as requested by management and clients.

Takes direction and reports to senior management of the firm's tax department.

Qualifications

Ten plus years of current tax experience within a public accounting firm with demonstrated supervisory experience.

BA/BS degree from an accredited college/university and licensed CPA.

Masters degree in taxation.

Ability to meet challenging client requirements and provide exceptional service as well

Strong computer skills: proficiency preferred in ProSystem and BNA.

Detail oriented with ability to multi-task.

Well rounded in dealing with high net worth individuals and businesses.

Advanced written and verbal communication skills