Senior Tax Manager

Distinct | North America; Massachusetts; Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Equity options

Hybrid work model

Medical insurance

Dental insurance

Vision insurance

EAP

Job summary

Distinct North America is seeking a tax-focused professional at a growing regional CPA firm with a clear path to Partner. You’ll work across commercial tax clients, especially partnerships and flow-through entities, reviewing returns, workpapers and projections while managing client relationships and supporting planning and consulting delivery.

You’ll mentor staff, oversee the tax return process, help with business development and collaborate with partners on client delivery.

Qualifications

• Experience reviewing tax returns, workpapers and projections.
• Ability to manage client relationships and support planning work.
• Mentor staff and contribute to business development.

Responsibilities

• Review tax returns, workpapers and projections for clients.
• Manage client relationships and support planning and consulting.
• Coach and mentor staff, oversee the tax return process and assist with client delivery.

Skills

Commercial tax

Partnerships

Flow-through entities

Tax planning

Client relationships

Staff mentoring

Business development

Tax returns review

Tools

CCH Axcess

SurePrep

BNA Income Tax Planner

CCH AnswerConnect

RIA Checkpoint

XCM

Job description

At this regional CPA firm you and your growth will be heavily invested in without the expectation for you to give up your personal life.

You’ll have the infrastructure, resources and support of a much larger firm, without stepping into a rigid Big 4-style environment.

The firm is backed, well-funded and already advanced in its use of AI, technology transformation and process improvement. They're not afraid of this, they are embracing this, not to eliminate human jobs, but to make everyones life easier.

The firm is growing, well-funded and actively investing in its future, which creates a genuine path to Partner for someone who wants to keep moving forward.

You will be compensated well, including equity options at all levels, giving you a chance to benefit from the firm’s continued growth.

The culture here:

Collaborative, well-resourced and forward-thinking. You’ll have national support, strong internal resources and the backing of a larger platform, but still be part of a team where people know each other and where good people can move quickly.

The firm is hybrid, with around 2 to 3 days a week in the Braintree office.

• You’ll work across commercial tax clients, with a strong focus on partnerships, S corps and other flow-through entities.
• The role will involve reviewing tax returns, workpapers and projections, managing client relationships, supporting planning and consulting work, and helping resolve technical tax issues.
• You’ll also coach and mentor staff, oversee the tax return process, support business development activity and work closely with partners on client planning and delivery.
• A little individual tax experience would be helpful, but the core of the role is commercial tax rather than HNW or financial services.

Software:

• CCH Axcess
• SurePrep
• BNA Income Tax Planner
• CCH AnswerConnect
• RIA Checkpoint
• XCM

Benefits include:

• Medical, dental and vision plans
• HSA and FSA options
• EAP
• Life and AD&D insurance
• Short and long term disability options
• Legal insurance
• ID theft protection
• Strong technology investment
• Equity options
• Clear progression opportunities