Tax Manager

Simon CPAs; Westwood (MA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible work hours

Casual office environment

Professional development opportunities

CPE support

Paid time off and firm holidays

401(k) plan and benefits

Job summary

Simon CPAs in Westwood, MA is seeking an experienced Tax Manager to lead tax preparation and review for individuals, partnerships, corporations, and trusts. This leadership role also manages client relationships and mentors junior staff.

The ideal candidate holds a CPA license with at least 6 years in public accounting, strong knowledge of federal and state tax laws, and proficiency with CCH Axcess and ProSystem fx Planner.

Qualifications

• CPA license required.
• Bachelor's degree in Accounting or related field.
• Minimum 6 years of progressive tax experience in public accounting or similar tax office.
• Strong knowledge of federal and state tax laws.
• Proficiency with tax software including CCH Axcess, ProSystem fx Planner, and Microsoft Office.

Responsibilities

• Prepare and review federal and state income tax returns for individuals, partnerships, corporations, and fiduciaries.
• Complete projections and tax planning for individuals and business owner clients.
• Conduct thorough reviews of staff-prepared returns and provide training.
• Research complex tax issues and provide well-supported tax planning strategies and solutions.
• Manage multiple client engagements, ensuring deadlines and compliance standards are met.
• Communicate directly with clients to resolve questions, provide updates, and deliver value-added advice.
• Monitor changes in tax laws and regulations and assess their impact on clients.
• Assist in the development and implementation of firm policies, procedures, and best practices.
• Support business development efforts through client referrals and relationship building.

Skills

Tax planning

Client relationships

Mentoring

Tax compliance

Public accounting

Education

Bachelor's degree in Accounting

CPA license

Tools

CCH Axcess

ProSystem fx Planner

Microsoft Office

Job description

Location: Westwood, MA, on site 5 days a week

Job Type: Full-Time

Reports To: Firm Owner/President

About Us

We are a client-focused, growth-oriented CPA firm that prides itself on providing personalized and high-quality tax and accounting services to individuals, small businesses, and closely held companies. Our collaborative and flexible work environment supports professional growth, work-life balance, and strong client relationships.

Position Summary

We are seeking an experienced and detail-oriented Tax Manager to join our team. This leadership position will be responsible for preparing and reviewing complex tax returns for individuals, partnerships, corporations, and trusts, as well as managing client relationships and mentoring junior staff. The ideal candidate will demonstrate strong technical expertise, effective communication skills, and a proactive approach to client service.

Key Responsibilities

• Prepare and review complex federal and state income tax returns (individual, corporate, partnership, and fiduciary).
• Complete projections and tax planning for both individuals & business owner clients.
• Conduct thorough reviews of staff-prepared returns and provide constructive feedback and training.
• Research complex tax issues and provide well-supported tax planning strategies and solutions.
• Manage multiple client engagements, ensuring deadlines and compliance standards are met.
• Communicate directly with clients to resolve questions, provide updates, and deliver value-added advice.
• Monitor changes in tax laws and regulations and assess their impact on clients.
• Assist in the development and implementation of firm policies, procedures, and best practices.
• Support business development efforts through client referrals and relationship building.

Qualifications

• CPA license required.
• Bachelor's degree in Accounting or related field
• Minimum 6 years of progressive tax experience in public accounting or similar tax office.
• Strong technical knowledge of federal and state tax laws.
• Proficiency with tax preparation software preferably CCH Axcess, ProSystem fx Planner, and Microsoft Office Suite.
• Excellent organizational and time management skills with the ability to manage multiple priorities.
• Strong written and verbal communication skills.
• Commitment to continuous learning and staying current on tax issues and regulations.

What We Offer

• Competitive salary and performance-based bonuses.
• Flexible work hours & casual office environment
• Supportive, team-oriented environment.
• Professional development opportunities and CPE support.
• Paid time off and firm holidays
• 401(k) plan and benefits