Senior Tax Manager

Grimes & Company; Needham (MA); On-site; USD 150,000 - 185,000; Full time

Benefits offered by this job

401(k) retirement plan with 6% match

Medical, dental, and vision insurance

Flexible spending accounts

Life and disability insurance

Paid time off

Parental leave

Summer Fridays Off

Job summary

Grimes S&C Tax Advisors is seeking an experienced Senior Tax Manager to join our Needham, MA practice. This hands-on role oversees major client relationships, prepares and reviews complex returns, and provides high-level tax planning while mentoring junior staff.

As part of a collaborative boutique firm, you will contribute to service quality, manage deadlines, and help grow the practice with proactive tax guidance and client development.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field required.
• Generally 10-15 years of progressive tax experience, including significant experience with complex tax preparation, review, planning, and client management.
• Demonstrated experience reviewing the work of other tax professionals and resolving complex technical tax matters.
• Strong knowledge of federal and state tax laws and regulations and sound professional judgment.
• Proven ability to manage significant client relationships and explain complex tax matters clearly and professionally.
• Experience mentoring and developing tax professionals in a collaborative environment.
• CPA, EA, or other relevant professional credential strongly preferred; ability to act as an authorized signer is preferred but not required.
• Excellent analytical, research, problem-solving, organizational, and communication skills.
• Experience with CCH Axcess and QuickBooks preferred; advanced proficiency with Microsoft Office, particularly Excel.

Responsibilities

• Prepare and review complex federal and state income tax returns for individuals, businesses, trusts, and other entities, as applicable.
• Manage significant client engagements and relationships, including responsibility for deadlines, workflow, deliverables, quality, and client communication.
• Review complex returns, workpapers, and supporting documentation and resolve technical issues before final completion.
• When appropriately credentialed and authorized by Grimes S&C Tax Advisors, perform final review and sign tax returns and filings in accordance with firm policies and applicable requirements.
• Provide proactive, higher-level tax planning and advisory services for complex client situations.
• Research and interpret complex federal, state, and local tax laws and developments and serve as a senior technical resource to the team.
• Assist with significant tax notices, audits, inquiries, and correspondence with taxing authorities.
• Mentor, coach, and provide technical guidance to Tax Managers, Senior Tax Accountants, and Tax Accountants.
• Support client retention, identify opportunities for expanded services and business development, collaborate across Grimes S&C Tax Advisors and Grimes & Company Wealth Management, improve internal processes, and remain hands-on with tax preparation as needed.

Skills

Client relationships

Tax planning

Returns review

Mentoring

Communication

Analytical skills

Education

Bachelor's degree in Accounting/Finance

CPA/EA preferred

Tools

CCH Axcess

QuickBooks

Excel

Job description

About Grimes S&C Tax Advisors, LLC

For nearly five decades, Grimes S&C Tax Advisors, formerly Stevens & Ciccone Associates, P.C., has served as a trusted advisor to individuals and businesses throughout the greater Boston area. Based in Needham, MA, we are a boutique accounting and tax firm specializing in personalized tax planning, accounting, and advisory services, with a strong focus on building long-term client relationships.

Description

For nearly five decades, Grimes S&C Tax Advisors, formerly Stevens & Ciccone Associates, P.C., has served as a trusted advisor to individuals and businesses throughout the greater Boston area. Based in Needham, MA, we are a boutique accounting and tax firm specializing in personalized tax planning, accounting, and advisory services, with a strong focus on building long-term client relationships. Now part of Grimes & Company Wealth Management, S&C combines the personalized service and deep tax expertise of an established local firm with the broader resources and capabilities of a comprehensive wealth management organization. At Grimes S&C Tax Advisors, we are committed to delivering thoughtful, high-quality advice while preserving the trusted relationships, responsiveness, and individualized service that have defined our client experience.

Position Summary

Grimes S&C Tax Advisors is seeking an experienced Senior Tax Manager to join our team. This individual will serve as a hands-on senior tax professional, managing significant client relationships, preparing and reviewing complex returns, providing higher-level tax planning, and serving as a senior technical resource within the practice. The Senior Tax Manager will mentor members of the tax team, help resolve complex tax matters, and contribute to the overall quality and efficiency of the practice. The ability to perform final review and sign tax returns is preferred but not required and will depend on professional credentials and firm authorization. As part of a small, collaborative practice, this role remains directly involved in tax preparation and client work and is expected to step in wherever needed to support clients and the team.

Key Responsibilities

• Prepare and review complex federal and state income tax returns for individuals, businesses, trusts, and other entities, as applicable.
• Manage significant client engagements and relationships, including responsibility for deadlines, workflow, deliverables, quality, and client communication.
• Review complex returns, workpapers, and supporting documentation and resolve technical issues before final completion.
• When appropriately credentialed and authorized by Grimes S&C Tax Advisors, perform final review and sign tax returns and filings in accordance with firm policies and applicable requirements.
• Provide proactive, higher-level tax planning and advisory services for complex client situations.
• Research and interpret complex federal, state, and local tax laws and developments and serve as a senior technical resource to the team.
• Assist with significant tax notices, audits, inquiries, and correspondence with taxing authorities.
• Mentor, coach, and provide technical guidance to Tax Managers, Senior Tax Accountants, and Tax Accountants.
• Support client retention, identify opportunities for expanded services and business development, collaborate across Grimes S&C Tax Advisors and Grimes & Company Wealth Management, improve internal processes, and remain hands-on with tax preparation as needed.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field required.
• Generally 10-15 years of progressive tax experience, including significant experience with complex tax preparation, review, planning, and client management.
• Demonstrated experience reviewing the work of other tax professionals and resolving complex technical tax matters.
• Strong knowledge of federal and state tax laws and regulations and sound professional judgment.
• Proven ability to manage significant client relationships and explain complex tax matters clearly and professionally.
• Experience mentoring and developing tax professionals in a collaborative environment.
• CPA, EA, or other relevant professional credential strongly preferred; ability to act as an authorized signer is preferred but not required.
• Excellent analytical, research, problem-solving, organizational, and communication skills.
• Experience with CCH Axcess and QuickBooks preferred; advanced proficiency with Microsoft Office, particularly Excel.

Benefits

• 401(k) retirement plan with 6% match
• Medical, dental, and vision insurance
• Flexible spending accounts
• Life and disability insurance
• Paid time off
• Parental leave
• Summer Fridays Off

Why Join Us?

• Growth Opportunities: We invest in the professional development of our team members, offering training and career advancement pathways.
• Collaborative Culture: Work in a supportive and innovative environment where your contributions are valued and recognized.
• Competitive Compensation: Enjoy a comprehensive compensation package that rewards your expertise and dedication.

Salary Range

$150,000 - $185,000