Senior Tax Manager: Lead Client Engagements & Planning

Grimes S&C Tax Advisors LLC; Needham (MA); On-site; USD 120,000 - 150,000; 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, LLC, based in Needham, MA, seeks an experienced Tax Manager to oversee complex returns, client engagements, and tax planning. The role includes direct client contact, oversight of the team, and collaboration with wealth management, ensuring timely delivery and high-quality work.

Required 8+ years of tax experience; bachelor’s degree in accounting; CPA/EA preferred. Proficiency in CCH Axcess, QuickBooks, and Excel is expected.

Qualifications

• 8+ years of progressive tax preparation, compliance, and planning experience.
• Experience preparing and reviewing complex tax returns and managing engagements.
• CPA/EA or related credential preferred but not required.

Responsibilities

• Prepare and review complex federal/state returns for individuals, businesses, trusts.
• Manage client engagements from info gathering to completion and deadlines.
• Review returns and workpapers for accuracy and compliance.
• Serve as primary client contact for assigned accounts and questions.
• Provide proactive tax planning and advisory support to improve positions.
• Research tax laws and apply to client situations.
• Assist with notices, audits, and communications with authorities.
• Coach and guide junior staff on tax work and reviews.
• Collaborate across firm and wealth management teams for process improvements.

Skills

Tax planning

Tax compliance

Client management

Research

Education

Bachelor's degree in Accounting

Tools

CCH Axcess

QuickBooks

Excel

Job description

Grimes S&C Tax Advisors, LLC, based in Needham, MA, seeks an experienced Tax Manager to oversee complex returns, client engagements, and tax planning. The role includes direct client contact, oversight of the team, and collaboration with wealth management, ensuring timely delivery and high-quality work.

Required 8+ years of tax experience; bachelor’s degree in accounting; CPA/EA preferred. Proficiency in CCH Axcess, QuickBooks, and Excel is expected.