Tax Manager - Private Client Services

Baker Newman Noyes; Portland (ME); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible PTO

5 sick days

11 paid holidays

6-week parental leave

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Life Insurance

401(k) Plan with match

Profit Sharing

Business-casual office

Job summary

Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm with offices in Maine, Massachusetts, and New Hampshire. The Tax Manager will oversee all phases of tax compliance for diverse clients, mentor staff, and contribute to firm administration and development.

Qualified candidates bring 5+ years of tax experience, CPA or JD, and strong communication skills. BNN emphasizes work-life balance and a collaborative culture with excellent client service.

Qualifications

• Minimum 5 years of tax compliance and planning for high net worth individuals
• CPA or JD is required; MST/LLM in Taxation a plus
• Flexible schedule based on client needs and collaborative culture

Responsibilities

• Oversee tax compliance and planning for assigned clients
• Supervise staff and provide training and feedback
• Communicate tax objectives and engagement updates to clients and management
• Identify opportunities for services and proposals

Skills

Tax compliance

Staff supervision

Client service

Project management

Communication

Education

CPA or JD

Tax degree aplus

Job description

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 feedbackSeeks 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

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.