Tax Manager

Howland Capital Management LLC; Boston (MA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health care

Dental

Vision

Long-term disability

Short-term disability

Profit sharing

401(k) matching

Commuter benefit

Tuition assistance

Flexible remote schedule

Job summary

Howland Capital Management LLC is seeking a Tax Manager to provide tax advice and prepare returns for individuals, fiduciaries, partnerships, corporations, and foundations. The role requires strong communication and problem-solving skills in a fast-paced environment and interaction across departments.

The firm emphasizes independence, training on software systems, and a flexible work environment with remote options. CPA or EA credentials preferred.

Qualifications

• Bachelor's degree and 6-10 years of related industry experience.
• CPA designation or Enrolled Agent.
• Understanding of portfolio accounting, investment process and corporate tax.
• Strong ability to work under tight deadlines and multitask.
• Proficiency in MS Office and ability to learn new databases.

Responsibilities

• Participates with investment managers, clients and attorneys in the income tax and estate planning process.
• Prepares and reviews tax returns including 1040, 1041 and 709 forms.
• Prepares and reviews tax returns including 990, 1065 and 1120 forms.
• Consults with company personnel and clients regarding tax matters.
• Corresponds with tax authorities to resolve notices.
• Prepares projections of tax liabilities.
• Reviews declarations of estimated tax.
• Interfaces with Operations Department to pay taxes.

Skills

Tax advisory

Communication

Problem-solving

Attention to detail

Independent work

Education

Bachelor's degree

CPA or Enrolled Agent

Tools

MS Office (Word/Excel/Outlook)

CCH Axcess

Tamarac

Microsoft Dynamics CRM

QuickBooks

SurePrep

Job description

Company Description

Howland Capital is an independent registered investment adviser that provides tailored wealth management services to individuals, families, foundations, and institutions. The firm is committed to remaining independent to deliver long-term stability, continuity, and objective guidance to its clients. Founded in 1967 to serve a single family, Howland Capital has grown from a family office into a multifaceted private investment advisor. Today, the firm serves a broad client base by offering prudent, personal counsel in a constantly changing investment environment, with a focus on helping wealth act as a positive influence in clients' lives.

Role Description

This position provides tax support to the firm and our clients. The Tax Manager is responsible for providing tax advice and preparing tax returns for individuals and fiduciaries as well as partnerships, corporations and private foundations. This person must display exceptional communication, evaluation, and problem-solving skills as well as the ability to think creatively and pivot adeptly as necessary in a fast paced, demanding environment. This role requires interaction with all departments and levels of management.

Essential Functions

• Participates with investment managers, clients and attorneys in the income tax and estate planning process
• Prepares and reviews tax returns including 1040, 1041 and 709 forms
• Prepares and reviews tax returns including 990, 1065 and 1120 forms
• Consults with company personnel and clients regarding tax matters
• Corresponds with tax authorities to resolve notices
• Prepares projections of tax liabilities
• Reviews declarations of estimated tax
• Interfaces with Operations Department to pay taxes

Qualifications & Educational Requirements

• Bachelor's degree and 6-10 years prior related industry experience
• CPA designation or Enrolled Agent
• An understanding of portfolio accounting, investment process and corporate tax
• Able to work under tight deadlines and multitask
• Ability to work independently and collaboratively
• Demonstrates organizational skills with great attention to detail
• High energy individual with flexibility and ability to respond skillfully under pressure
• Proficiency in MS Office products is required (Word, Outlook, Excel), experience learning new database systems
• Prior experience in any of the following services is desired: Finance services firm, accounting

Other Responsibilities

• Howland Capital will train the right candidate on all our software systems, however experience with any of the following is a plus: CCH Axcess, Tamarac, Microsoft Dynamics CRM, QuickBooks and SurePrep
• Assist with special projects as needed
• Assist with establishing and maintaining departmental policies and procedures
• This role requires the ability to work with multiple system vendors
• Howland Capital Management offers a competitive compensation and benefits package, including health care, dental, vision, long-and short-term disability, profit sharing plan, 401k matching program, firm paid commuter benefit and tuition assistance.
• There is a flexible work environment with the ability to work remotely for some portion of the work schedule.
• Howland Capital Management is committed to recruiting, hiring, developing and promoting financial service professionals and other employees without regard to age, race, color, religion, sex, national origin, military and protected veteran status, sexual orientation, gender identity or expression, transgender status, or disability. As a firm, we value contributions of all employees, and do not tolerate harassment or discrimination of any type.