Tax Manager

Insite US; Massachusetts; On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Vision insurance

Medical insurance

401(k)

Pension plan

Tuition assistance

Job summary

A leading accounting firm located in Massachusetts is seeking a Senior Tax Advisor to provide tax planning services for high-net-worth clients. This role involves overseeing tax return preparation, managing client relationships, and mentoring a high-performing team. Candidates should have over 8 years of relevant experience and a solid educational background in Accounting. Benefits include medical insurance, 401(k), and tuition assistance.

Qualifications

• 8+ years of tax experience in public accounting focusing on high-net-worth individuals.
• Proven ability to research tax issues and develop strategic planning solutions.
• Excellent interpersonal, communication, and leadership skills.

Responsibilities

• Provide tax planning and advisory services to high-net-worth individuals.
• Oversee tax return preparation for estates, gifts, and fiduciary returns.
• Mentor and develop a high-performing team.

Skills

Tax planning

Client relationship management

Team leadership

Estate and fiduciary taxation

Strategic tax planning

Interpersonal communication

Project management

Education

Bachelor’s or Master’s degree in Accounting or Tax

CPA or EA certification

Job description

Key Responsibilities

• Provide tax planning and advisory services to high-net-worth individuals, families, trusts, and estates.
• Serve as a trusted advisor and key point of contact for clients, ensuring clear communication and strong relationships.
• Oversee tax return preparation, including complex estate (Form 706), gift (Form 709), and fiduciary (Form 1041) returns.
• Manage multiple client engagements, ensuring efficient delegation, supervision, and timely completion.
• Conduct technical tax reviews and approve all tax returns.
• Identify and develop new business opportunities within existing client relationships and external networks.
• Respond to federal and state tax notices and represent clients in audits.
• Mentor and develop a high-performing team, fostering professional growth and technical excellence.
• Communicate complex tax matters clearly to clients and non-tax professionals.
• Stay updated on evolving tax laws and best practices to enhance client service and compliance.

Qualifications

• Bachelor’s or Master’s degree in Accounting or Tax.
• CPA, EA, preferred.
• 8+ years of tax experience in public accounting with a focus on high-net-worth individuals.
• Strong expertise in estate, gift, and fiduciary taxation.
• Proven ability to research tax issues and develop strategic tax planning solutions.
• Excellent interpersonal, communication, and leadership skills.
• Ability to manage multiple high-level projects efficiently.
• Experienced in public accounting management and client service excellence.

This role offers an exciting opportunity to lead a dynamic team, build lasting client relationships, and drive the growth of the Private Client Services practice.

Senior Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Accounting/Auditing

Industries

Accounting

Benefits

• Vision insurance
• Medical insurance
• 401(k)
• Pension plan
• Tuition assistance