Tax Manager - Private Client Services

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

Benefits offered by this job

Flexible PTO

6-week parental leave

Health, Dental, Vision, Life Insurance

401(k) Plan with company match

Profit Sharing

Business-casual office environment

Job summary

Baker Newman Noyes seeks a Tax Manager to lead all phases of tax compliance and planning for high net worth individuals and families. You will participate in firm administration and staff development, and you will supervise staff and seniors to ensure quality work.

The role requires deep knowledge of federal and state tax, strong project management, and effective communication with clients and the engagement team. Hybrid work options are available, with a collaborative culture.

Qualifications

• Minimum of 5 years of tax compliance and planning experience for high net worth individuals or families.
• CPA or JD; MST/LLM in Taxation a plus.
• Ability to supervise staff and seniors and manage engagements.

Responsibilities

• Supervise staff and seniors and review their work for completeness and accuracy.
• Provide timely, high-quality tax compliance and planning services for assigned clients.
• Explain tax objectives and budget information to staff and engagement teams.
• Research tax issues and develop sound solutions, discussing them with engagement principals.
• Identify opportunities for additional services and communicate them to firm management.

Skills

Tax compliance

Tax planning

Staff supervision

Client communication

Project management

Analytical skills

Interpersonal skills

Education

CPA or JD (MST/LLM in Taxation a plus)

Job description

About Us

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)

Work Environment

• Minimal travel required
• Ability to work a flexible schedule based on business needs
• Hybrid work option
• Supportive and collaborative culture

Benefits

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.