Tax Manager - Private Client Services

Baker Newman Noyes LLC; Boston (MA); On-site; USD 113,000 - 169,000; Full time

Benefits offered by this job

Flexible PTO + holidays

Sick days

Parental leave

Health and vision insurance

Job summary

Baker Newman Noyes LLC in Massachusetts seeks a Tax Manager to oversee all phases of tax compliance and planning for assigned high-net-worth clients across industries. You will manage engagements, ensure timely delivery, and contribute to firm administration and staff development.

We value dedicated client service, strong project management, and mentoring of juniors, with a flexible schedule and collaborative culture in a supportive firm environment.

Qualifications

• 5+ years of tax compliance and planning experience
• Experience with high net worth individuals and family groups
• Ability to work flexible schedule
• Supportive and collaborative culture

Responsibilities

• Oversee all phases of tax compliance for assigned clients in various industries.
• Manage staff and seniors, review work for completeness and accuracy.
• Provide timely, high-quality services meeting client expectations.
• Explain tax objectives and engagement information to staff and management.
• Research tax issues and develop solutions, communicating with principals and management.

Skills

Client service

Staff supervision

Project management

Communication skills

Tax compliance

Tax planning

Mentoring

Business development

Education

CPA or JD

MST or LLM in Taxation a plus

Job description

Career Opportunities with Baker Newman Noyes LLC

A great place to work.

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Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for our employees, clients, and communities. We provide expert accounting and advisory services across several industries. With offices in Maine, Massachusetts, and New Hampshire, BNN has a reputation for teamwork, collaboration, and client excellence throughout New England and beyond. BNN’s culture champions career advancement, mentorship, community involvement, and exceptionally responsive client service.

About the Position

If you're looking for a rewarding opportunity in a professional atmosphere with immense positivity , incredible talent, and exciting potential, then Baker Newman Noyes is the place for you. Tax Managers are responsible for the management of all phases of tax compliance for assigned clients in a variety of industries. Managers participate in firm administration and management, including staff and firm development.

Competencies and Position Requirements

• Dedicated to high-caliber client service
• Supervise staff and seniors and review their work product for completeness and accuracy
• Provide timely, high quality services that meet or exceed client expectations
• Develops a rapport with client personnel and the firm engagement team
• Excellent project management, analytical, interpersonal, oral and written communication skills
• Demonstrate advanced knowledge of tax compliance and planning at both the federal and state levels in the areas of individuals, trusts, and estates.
• Responsible for timely and effective explaining of tax objectives, budget information, and other relevant engagement information to staff and seniors.
• Researches tax issues and develops sound solutions, and comfortably discusses issues with the engagement principal and management
• Monitors job progression, including budgeted versus actual hours, and provides timely updates to the principal
• Uses technical expertise to develop others through training sessions, mentoring, supervision, and coaching
• Provides seniors and staff with timely, honest, and constructive feedback
• Seeks to identify proposal opportunities for services to existing or prospective clients, and communicates opportunities on a timely basis to firm management

Education and Experience

• Minimum of 5 years of experience providing tax compliance and planning services to high net worth individuals and family groups
• CPA or JD (MST or LLM in Taxation a plus)
• Ability to work a flexible schedule based on business needs
• Supportive and collaborative culture

BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including:

• A flexible paid time off program, 5 sick days, 11 paid holidays
• 6-week paid parental leave
• Health, Dental, Pet, Vision, Disability and Life Insurances
• 401(k) Plan with company match
• Profit Sharing Plan
• Business-casual office environment

The expected salary range for candidates in the Massachusetts market is $112,682 - 169,023 annually, depending on experience and qualifications.

Baker Newman Noyes is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity and expression, national origin, age, disability, genetic information, veteran status, marital status, or any other protected characteristic under applicable law.