Tax Manager: Lead Engagements at Growing CPA Firm

Daley And Associates, LLC.; Boston (MA); Hybrid; USD 130,000 - 150,000; Full time

Job summary

Daley And Associates, LLC. is a growing CPA firm north of Boston seeking an experienced Tax Manager to join its leadership team. The role focuses on supervising tax engagements, building client relationships, and driving growth in a hybrid Wakefield, MA environment.

You will lead timelines, review returns, and guide staff while delivering exceptional service across diverse industries. This position requires CPA credentials and extensive public accounting experience.

Qualifications

• Bachelor's degree in Accounting.
• CPA license required.
• 10+ years of public accounting experience.
• Experience managing multiple client engagements and meeting deadlines.
• Strong written and verbal communication skills.
• Highly organized and client-focused.
• Experience with QuickBooks, ProSystem fx Tax, Microsoft Word, and Excel.

Responsibilities

• Manage and supervise tax engagements in accordance with firm and professional standards.
• Plan and coordinate engagement timelines, staffing, and client deliverables.
• Review tax returns and supporting workpapers for accuracy and completeness.
• Build and maintain strong relationships with existing clients while developing new business opportunities.
• Conduct tax research and assist with consulting and special projects.
• Provide guidance, training, and oversight to staff members.
• Manage an existing book of business, including engagement budgets and production goals.
• Communicate regularly with clients and internal teams regarding project status, issues, and opportunities.

Skills

Communication skills

Leadership

Client relations

Education

Bachelor's degree in Accounting

CPA license

Tools

QuickBooks

ProSystem fx Tax

Microsoft Word

Excel

Job description

Daley And Associates, LLC. is a growing CPA firm north of Boston seeking an experienced Tax Manager to join its leadership team. The role focuses on supervising tax engagements, building client relationships, and driving growth in a hybrid Wakefield, MA environment.

You will lead timelines, review returns, and guide staff while delivering exceptional service across diverse industries. This position requires CPA credentials and extensive public accounting experience.