Tax Accounting Manager

Pivotal Talent Search; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Job summary

Pivotal Talent Search is seeking a Tax and Accounting Client Manager to lead client relationships and oversee delivery of tax, accounting, and bookkeeping services for a portfolio of individuals and professional services businesses.

You will guide a team of Senior Accountants, review tax returns (1040) for business-owner clients, and collaborate on special projects while supporting business development and client communications throughout the year.

Qualifications

• Must hold CPA or IRS Enrolled Agent credential and a bachelor’s degree in accounting, taxation, or finance.
• 5–7 years of experience reviewing individual and entity tax returns, financial statements, and general accounting (HNW and closely held businesses preferred).
• Strong corporate tax background with deep knowledge of S-corporations and basis issues.

Responsibilities

• Serve as the primary contact for a portfolio of professional services clients.
• Lead virtual client meetings to review financials, tax positions, and planning opportunities.
• Review and finalize entity and individual tax returns for business-owner clients (1040).
• Oversee preparation of annual financial and practice/firm management reports, including overhead and fee analyses.
• Advise on and oversee QuickBooks setup, cleanup, and maintenance (including QuickBooks Online).
• Develop, mentor, and support Senior Accountants and Bookkeepers; provide guidance on complex client issues.
• Help resolve IRS and state tax notices on behalf of clients.
• Collaborate with partners on special tax and accounting projects.
• Support business development by participating in marketing, webinars, and networking events as needed.
• Ensure timely, professional, and proactive communication with clients throughout the year.

Skills

Client relationship management

Leadership

Mentoring

Communication

Attention to detail

Education

CPA or IRS Enrolled Agent

Bachelor's degree in accounting, taxation, or finance

Tools

UltraTax

QuickBooks Online

QuickBooks

Job description

We are seeking a Tax and Accounting Client Manager to lead client relationships and oversee delivery of tax, accounting, and bookkeeping services for a portfolio of individuals and professional services businesses. You’ll manage a defined client portfolio, guide a team of Senior Accountants, and play a key role in a growing, niche-focused firm.

This is remote, ideally within the North Eastern US.

What You’ll Do:

• Serve as the primary point of contact for a portfolio of professional services clients
• Lead scheduled client meetings (virtual) to review financials, tax positions, and planning opportunities
• Review and finalize entity and individual (1040) tax returns for business-owner clients
• Oversee the preparation of annual financial and practice/firm management reports, including overhead and fee analyses
• Advise on and oversee QuickBooks setup, cleanup, and maintenance (including QuickBooks Online)
• Develop, mentor, and support Senior Accountants and Bookkeepers; provide guidance on complex client issues
• Help resolve IRS and state tax notices on behalf of clients
• Collaborate with partners on special tax and accounting projects
• Support business development by participating in marketing, webinars, and networking events as needed
• Ensure timely, professional, and proactive communication with clients throughout the year

What We’re Looking For:

• CPA or IRS Enrolled Agent
• Bachelor’s degree in accounting, taxation, or finance
• 5-7 years of experience reviewing individual and entity tax returns, financial statements, and general accounting (HNW and closely held businesses preferred)
• Strong corporate tax background with deep knowledge of S-corporations and basis issues
• Proven leadership experience and a genuine interest in mentoring and developing others
• Interest in serving a focused niche of professional services businesses and willingness to learn their unique tax and business issues
• Proficiency with tax software (UltraTax experience a plus)
• Proficiency with QuickBooks, including QuickBooks Online
• Exceptional attention to detail and high standards for quality
• Excellent communication, relationship management, and client-facing skills
• A collaborative mindset and desire to grow with the firm
• Occasional travel will be required.

What We Offer

• Employer-sponsored medical, dental, and vision insurance