Tax Manager - Private Client Group

Wolf-; Boston (MA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Performance-based incentives

Sales commission plans

Spot awards

401(k) savings

Flexible work

Job summary

Wolf & Company, P.C. is seeking an experienced Tax Manager to join our growing national firm in Boston, MA.

This partner-track position emphasizes expertise in individual and fiduciary taxation as well as estate and gift tax, with a strong focus on delivering outstanding client service. You will manage multiple engagements, review complex returns, mentor staff, and collaborate with partners on client management and business development.

Qualifications

• Masters in Taxation degree required.
• CPA certification with 6+ years of tax experience.
• Strong tax technical skills and knowledge.
• Ability to manage multiple engagements under deadlines.
• Excellent communication and leadership skills.
• Experience in individual and fiduciary taxation and estate/gift tax.

Responsibilities

• Interact with clients to provide tax planning, consulting and compliance services in a timely and effective manner.
• Manage and drive the success of multiple engagements in all facets of individual taxation.
• Provide primary and secondary review of complex tax returns for individual and fiduciary clients.
• Work in a deadline-driven environment and handle multiple projects simultaneously.
• Ensure client satisfaction through open communication and tax-saving strategies.
• Collaborate with partners and staff on client management and business development activities.
• Manage, develop, train and mentor staff including performance and engagement reviews.

Skills

Leadership

Client service

Interpersonal skills

Project management

Communication

Education

Masters in Taxation

CPA certification

Job description

Overview

Wolf is seeking an experienced Tax Manager to join our growing and well-established national firm. This partner-track position with unlimited growth potential requires a motivated, experienced tax professional with strong interpersonal and management skills. A successful candidate should possess expertise in individual and fiduciary income taxation and estate and gift tax.

As a Tax Manager, your role will include the following responsibilities which are focused around two core concepts: your technical expertise and your ability to deliver excellent quality client service.

Responsibilities

• Interact closely with clients to provide innovative tax planning, consulting and compliance services in a timely and effective manner
• Manage and drive the success of multiple engagements in all facets of individual taxation
• Provide primary and secondary review of complex tax returns for individual and fiduciaryclients
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines and proactively sharing tax saving strategies
• Work closely with partners and staff on client management, professional development and business development activities
• Manage, develop, train and mentor staff including performance and engagement reviews

Qualifications

• Masters in Taxation degree required
• CPA certification required with 6+ years tax experience
• Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research
• Ability to problem-solve and think both creatively and logically
• A demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines
• Outstanding leadership, mentoring and interpersonal skills fostering client and staff relationships
• Excellent analytical, organizational, and written and verbal communication skills
• Ability to attract and develop profitable, sustainable client relationships

Additional Information

Wolf & Company, P.C. is committed to striving to be an employer of choice that embraces inclusion & diversity. At Wolf, the strength of our team is measured by the uniqueness of each and every one of us. Our culture of inclusion and diversity celebrates our differences and recognizes the ongoing need to build a welcoming, collaborative, and supportive environment where our people can be their authentic selves and thrive. We strive for diversity inclusive of race, color, ethnicity, national origin, gender identity, gender expression, sex, age, color, religion, sexual orientation, physical abilities, medical condition, pregnancy, education, social classes, marital status, veteran status, and so much more. Wolf is committed to making employment decisions without regard to an individual’s protected characteristics and to providing equal opportunity for all.

The salary range for this position is $120,000 - $160,000.

• performance-based incentive compensation
• sales commission plans
• spot awards
• 401(k) savings
• flexible work
• a generous total rewards and benefits package