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, and disability

Hybrid work environment

Commuter benefit

Tuition assistance

Inclusive culture

Job summary

Jobot is seeking a Tax Manager in Boston, MA, to lead complex tax engagements and coordinate with clients, attorneys, and investment managers. The role requires CPA or Enrolled Agent designation and 6–10 years of relevant tax experience. Hybrid in-office schedule with competitive compensation and benefits.

You will prepare and review returns across multiple tax types and advise on planning, projections, and compliance while collaborating with cross-functional teams in a fast-paced firm.

Qualifications

• Bachelor’s degree required and CPA or EA designation.
• 6–10 years of tax or financial-services experience.
• Prepare and review diverse tax returns (1040, 1041, 709, 990, 1065, 1120).
• Advise on income tax, estate planning, estimated taxes, and tax-liability projections.

Responsibilities

• 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.

Skills

Tax planning

Client collaboration

Analytical thinking

Education

Bachelor's degree

CPA or Enrolled Agent designation

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

This Jobot Job is hosted by: Eric Kee

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.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy