Tax Manager

Pivotal Talent Search; Boston (MA); Presencial; USD 110 000 - 160 000; Tempo integral

Resumo da oferta

Pivotal Talent Search is seeking a Client Tax Manager in Boston to lead client relationships and oversee delivery of tax, accounting, and bookkeeping services for professional services clients. You’ll mentor a team of Senior Accountants and play a key role in a growing niche-focused firm.

The ideal candidate holds a CPA or IRS Enrolled Agent credential, has 5–7 years in tax review and accounting, and can lead with strong client relations.

Qualificações

• CPA or IRS Enrolled Agent credential required or active.
• A bachelor's degree in accounting, taxation, or finance is required.
• 5–7 years of experience reviewing tax returns, financial statements, and accounting for professional services clients.

Responsabilidades

• Serve as primary contact for a portfolio of professional services clients.
• Lead client meetings to review financials, tax positions, and planning opportunities.
• Review and finalize entity and individual tax returns for business-owner clients.
• Oversee preparation of annual financial and practice management reports.
• Advise on QuickBooks setup and maintenance (including QuickBooks Online).
• Mentor and guide Senior Accountants and Bookkeepers on complex issues.
• Help resolve IRS/state tax notices on behalf of clients.
• Collaborate with partners on tax and accounting projects.
• Support business development through marketing and webinars.
• Ensure timely, proactive communication with clients year-round.

Formação académica

CPA or IRS Enrolled Agent

Bachelor's degree in accounting, taxation, or finance

Ferramentas

UltraTax

QuickBooks Online

Descrição da oferta de emprego

The Client Tax Manager leads client relationships and oversees delivery of tax, accounting, and bookkeeping services for a portfolio of 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.

What You’ll Do

• Serve as the primary point of contact for a portfolio of professional services clients
• Lead scheduled client meetings (in-person and 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