Tax Manager

Jobot; Boston (MA); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Profit sharing

401(k) match

Health insurance

Dental insurance

Vision benefits

Disability benefits

Hybrid work environment

Commuter benefit

Tuition assistance

Job summary

Jobot in Boston, MA is seeking a Tax Manager specializing in 1040 and high-net-worth taxation. The role blends client service with collaboration to deliver compliant returns and proactive planning.

You will prepare and review diverse tax returns, advise on income tax and estate planning, and coordinate with investment managers and attorneys. CPA or EA required, 6–10 years of tax or financial services experience, hybrid in-office schedule.

Qualifications

• Bachelor's degree required; CPA or EA designation preferred.
• 6–10 years of tax or financial-services experience.
• Proficiency with portfolio accounting and investments helpful.
• Strong tax compliance knowledge across individual, fiduciary, gift, partnership, corporate, and private-foundation returns.
• Ability to coordinate with clients, attorneys, and internal teams.

Responsibilities

• Prepare and review tax returns (Form 1040, 1041, 709, 990, 1065, 1120).
• Advise on income tax, estate planning, estimated taxes, and tax projections.
• Coordinate with investment managers, clients, attorneys, and tax authorities.

Skills

CPA designation

EA designation

Tax compliance

Client management

Tax research

Education

Bachelor's degree

Tools

CCH Axcess

Tamarac

Microsoft Dynamics CRM

QuickBooks

SurePrep

Job description

Job details

Tax Manager | 1040 & HNW Tax | 10 Day In Office Hybrid Flexibility | CPA/EA | Boston, MA

This Jobot Job is hosted by: Eric Kee

Salary: $130,000 - $160,000 per year

A bit about us

We are a collaborative financial services firm dedicated to providing thoughtful tax, investment, and wealth-management support to our clients. We are seeking an experienced Tax Manager who thrives in a fast-paced environment and can partner effectively with clients, attorneys, investment managers, and colleagues across the organization.

Why join us

• Competitive compensation with profit sharing and a 401(k) matching program
• Comprehensive health, dental, vision, and disability benefits
• Flexible hybrid work environment
• Firm-paid commuter benefit and tuition assistance
• Inclusive, collaborative culture with opportunities for professional growth

Job Details

• Prepare and review individual, fiduciary, gift, partnership, corporate, and private-foundation tax returns, including Forms 1040, 1041, 709, 990, 1065, and 1120.
• Advise clients and internal teams on income tax, estate planning, estimated taxes, tax-liability projections, and related matters.
• Partner with investment managers, clients, attorneys, Operations, and tax authorities to coordinate payments and resolve notices.
• Bring a bachelor’s degree, CPA or Enrolled Agent designation, and 6–10 years of relevant tax or financial-services experience.
• Apply strong knowledge of portfolio accounting, investments, and corporate tax while managing multiple deadlines with accuracy; experience with CCH Axcess, Tamarac, Microsoft Dynamics CRM, QuickBooks, or SurePrep is a plus.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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