Senior Tax Manager - Lead Complex Returns & Client Advisory

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

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.