Tax Manager

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

Benefits offered by this job

Profit sharing

401(k) matching

Health, dental, vision

Disability benefits

Hybrid work

Commuter benefit

Tuition assistance

Job summary

Jobot in Boston, MA seeks an experienced Tax Manager to lead 1040 and HNW tax work, partnering with clients and attorneys in a fast-paced environment.

The role requires CPA or EA designation, 6–10 years of tax or financial-services experience, and a bachelor’s degree. Hybrid in-office schedule with strong compensation and benefits.

Qualifications

• Bachelor’s degree in accounting or related field; CPA or EA designation required.
• 6–10 years of tax or financial services experience.
• Strong knowledge of individual, fiduciary, gift, partnership, corporate, and private foundation returns.
• Experience with tax software such as CCH Axcess preferred.

Responsibilities

• Prepare and review tax returns: 1040, 1041, 709, 990, 1065, 1120.
• Advise clients and internal teams on income tax, estates, estimates, and tax liabilities.
• Coordinate with investment managers, clients, attorneys, and staff to resolve notices and payments.
• Manage multiple deadlines with accuracy across engagements.
• Apply tax knowledge to planning strategies and client service.

Skills

Tax knowledge

Client service

Attention to detail

Education

Bachelor's degree

CPA or Enrolled Agent

Tools

CCH Axcess

Tamarac

Microsoft Dynamics CRM

QuickBooks

SurePrep

Job description

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

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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