Tax Manager

Landing Point; Boston (MA); On-site; USD 125,000 - 155,000; Full time

Job summary

Landing Point is seeking a Tax Manager in Boston to provide comprehensive tax support for the firm and its clients, with emphasis on tax advice and return preparation for entities and individuals.

The role involves collaborating with investment managers, attorneys, and client staff to optimize tax positions, manage notices from authorities, and supervise tax projections. CPA or EA preferred; 6-10 years in tax within financial services.

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.
• Proficiency in MS Office products (Word, Outlook, Excel).
• Experience with CCH Axcess, Tamarac, Dynamics CRM, QuickBooks, and SurePrep is a plus.

Responsibilities

• Participate with investment managers, clients, and attorneys in the income tax and estate planning process
• Prepare and review tax returns including 1040, 1041, 709, 990, 1065, and 1120 forms
• Consult with company personnel and clients regarding tax matters
• Correspond with tax authorities to resolve notices
• Prepare projections of tax liabilities and review declarations of estimated tax
• Interface with Operations Department to pay taxes
• Assist with special projects and establish departmental policies and procedures

Skills

Understanding of portfolio accounting

Investment process knowledge

Corporate tax knowledge

MS Office proficiency

Education

Bachelor's degree

CPA designation or Enrolled Agent

Tools

CCH Axcess

Tamarac

Microsoft Dynamics CRM

QuickBooks

SurePrep

Job description

Company Overview:

A leading financial services firm is seeking a Tax Manager to provide comprehensive tax support to the firm and its clients, focusing on tax advice and preparation for various entities.

Job Responsibilities:

• Participate with investment managers, clients, and attorneys in the income tax and estate planning process
• Prepare and review tax returns including 1040, 1041, 709, 990, 1065, and 1120 forms
• Consult with company personnel and clients regarding tax matters
• Correspond with tax authorities to resolve notices
• Prepare projections of tax liabilities and review declarations of estimated tax
• Interface with Operations Department to pay taxes
• Assist with special projects and establish departmental policies and procedures

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
• Proficiency in MS Office products (Word, Outlook, Excel)
• Experience with CCH Axcess, Tamarac, Microsoft Dynamics CRM, QuickBooks, and SurePrep is a plus

Compensation:

Salary: $125,000 - $155,000, Plus Bonus