Tax Manager — Lead Client Advisory & Compliance

Grimes & Company; Needham (MA); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

401(k) plan with 6% match

Medical, dental, vision insurance

Flexible spending accounts

Life and disability insurance

Paid time off

Parental leave

Summer Fridays Off

Job summary

Grimes S&C Tax Advisors, LLC is seeking an experienced Tax Manager to lead complex engagements for individuals and businesses in the Needham/Greater Boston area. You will review work, provide planning, and liaise with clients, while mentoring junior staff in a collaborative, small-firm environment.

The role emphasizes hands-on tax preparation and client service, with opportunities for growth within Grimes S&C and the wider Grimes & Company Wealth Management group.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 8+ years of progressive tax preparation, compliance, and planning experience.
• Experience preparing and reviewing complex tax returns and managing client engagements.
• CPA, EA, or other credential preferred but not required.
• Experience with tax research and planning for diverse client base.

Responsibilities

• Prepare and review complex federal and state income tax returns for individuals, businesses, trusts, and other entities.
• Manage assigned client engagements from information gathering through completion, including deadlines and deliverables.
• Review returns and supporting documentation for accuracy and compliance.
• Serve as primary client contact, building strong relationships and addressing questions.
• Provide proactive tax planning and advisory support to improve client positions.
• Research and interpret tax laws and apply to client situations.
• Assist with notices, audits, and correspondence with tax authorities.
• Provide guidance to junior team members and maintain confidential client records.

Skills

Tax preparation

Client relationship management

Leadership

Research

Analytical skills

Education

Bachelor's degree in Accounting/Finance

Tools

CCH Axcess

QuickBooks

Excel

Microsoft Office

Job description

Grimes S&C Tax Advisors, LLC is seeking an experienced Tax Manager to lead complex engagements for individuals and businesses in the Needham/Greater Boston area. You will review work, provide planning, and liaise with clients, while mentoring junior staff in a collaborative, small-firm environment.

The role emphasizes hands-on tax preparation and client service, with opportunities for growth within Grimes S&C and the wider Grimes & Company Wealth Management group.