Tax Manager

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

Benefits offered by this job

Profit sharing

401(k) matching

Health benefits

Dental benefits

Vision benefits

Disability coverage

Hybrid work environment

Commuter benefits

Tuition assistance

Professional growth

Job summary

Leoforce is seeking a Tax Manager to lead preparation and review of complex tax returns and provide strategic tax advice for high-net-worth clients. The role collaborates with investment managers, attorneys, and internal teams in a fast-paced environment.

Qualifications include a bachelor’s degree, CPA/EA designation, and 6–10 years in tax or financial services. A hybrid work setup and competitive benefits are offered.

Qualifications

• Bachelor's degree required; CPA or Enrolled Agent designation preferred.
• 6–10 years of relevant tax or financial-services experience.
• Strong knowledge of portfolio accounting, investments, and corporate tax; experience with listed tools is a plus.

Responsibilities

• Prepare and review individual, fiduciary, gift, partnership, corporate, and private-foundation tax returns (Forms 1040, 1041, 709, 990, 1065, 1120).
• Advise clients and internal teams on income tax, estate planning, estimated taxes, tax-liability projections, and related matters.
• Coordinate with investment managers, clients, attorneys, Operations, and tax authorities to resolve notices.

Skills

Tax advisory

Client relationship management

Cross-functional collaboration

Education

Bachelor's degree

CPA or Enrolled Agent designation

Tools

CCH Axcess

Tamarac

Microsoft Dynamics CRM

QuickBooks

SurePrep

Job description

Tax Manager

0

2 days ago

Job Description

Experience: Senior Level

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

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.

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

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