Tax Manager

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

Job summary

Landing Point seeks a Tax Manager to provide comprehensive tax support for the firm and its clients, focusing on tax advice and preparation for a variety of entities.

You will work with investment managers, attorneys, and operations to manage tax liabilities, respond to notices, and guide tax planning initiatives.

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.

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

CPA designation or Enrolled Agent

Education

Bachelor's degree

6-10 years of related industry experience

Tools

MS Office (Word, Outlook, Excel)

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