Tax Manager

The Quest Organization; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

The Quest Organization Inc. is seeking a Tax Manager to lead tax preparation, planning, and advisory support for individual and institutional clients, including high-net-worth individuals, trusts, estates, and corporations.

You will work with investment professionals, attorneys, and internal teams on tax and estate planning strategies, oversee compliance, and guide complex tax issues across multiple entities.

Qualifications

• Bachelor’s degree in Accounting or related field.
• 5+ years of tax compliance experience.
• CPA or EA designation is required.
• Experience with individual, partnership, and corporate tax preparation.
• Understanding of investment management, portfolio accounting, and corporate taxation.
• Strong communication, analytical, organizational, and problem-solving skills.
• Ability to manage multiple priorities and deadlines independently and collaboratively.
• Proficiency in Microsoft Office; experience with CCH Axcess, SurePrep, QuickBooks, or similar tax and accounting platforms is a plus.

Responsibilities

• Prepare and review individual, fiduciary, estate, gift, partnership, corporate, and nonprofit tax returns (1040, 1041, 709, 990, 1065, and 1120).
• Collaborate with investment managers, clients, and attorneys on income tax and estate planning strategies.
• Provide tax guidance and respond to client and internal tax inquiries.
• Prepare tax projections and review estimated tax payments.
• Communicate with tax authorities and resolve tax notices.
• Coordinate tax payments with internal operations teams.
• Assist with departmental policies, procedures, and special projects.

Skills

Strong communication

Analytical

Organizational

Problem solving

Multitasking

Team collaboration

Education

Bachelor’s degree in Accounting or related field

Tools

Microsoft Office

CCH Axcess

SurePrep

QuickBooks

Job description

Tax Manager

An established, independent private investment advisory firm is seeking a Tax Manager to join its team. The firm provides comprehensive wealth management and investment advisory services to high-net-worth individuals, families, foundations, and institutions. With a history spanning nearly 60 years, the firm combines the personalized approach of a family office with sophisticated investment and financial planning capabilities. The Tax Manager will oversee tax preparation, planning, and advisory support for individual and institutional clients, including high-net-worth individuals, trusts, estates, partnerships, corporations, and private foundations. This role works closely with investment professionals, clients, attorneys, and internal departments on a variety of tax and estate planning matters.

Responsibilities

• Prepare and review individual, fiduciary, estate, gift, partnership, corporate, and nonprofit tax returns (1040, 1041, 709, 990, 1065, and 1120).
• Collaborate with investment managers, clients, and attorneys on income tax and estate planning strategies.
• Provide tax guidance and respond to client and internal tax inquiries.
• Prepare tax projections and review estimated tax payments.
• Communicate with tax authorities and resolve tax notices.
• Coordinate tax payments with internal operations teams.
• Assist with departmental policies, procedures, and special projects.

Qualifications

• Bachelor’s degree in Accounting or related field.
• 5+ years of tax compliance experience.
• CPA or EA designation is required.
• Experience with individual, partnership, and corporate tax preparation.
• Understanding of investment management, portfolio accounting, and corporate taxation.
• Strong communication, analytical, organizational, and problem-solving skills.
• Ability to manage multiple priorities and deadlines independently and collaboratively.
• Proficiency in Microsoft Office; experience with CCH Axcess, SurePrep, QuickBooks, or similar tax and accounting platforms is a plus.