Tax Manager - Flexible Hours & Client Growth

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

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.