Tax Manager - Private Client Services

Baker Newman Noyes; Portland (ME); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Flexible PTO

6-week parental leave

Health, Dental, Vision, Disability and

Life Insurances

Job summary

Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm with offices in Maine, Massachusetts, and New Hampshire. We are seeking a Tax Manager to lead tax compliance and planning for high net worth individuals and complex entities, while supervising staff and mentoring juniors.

In this role you will manage client engagements, ensure timely deliverables, and contribute to firm administration and development. Flexible scheduling and a supportive culture are emphasized.

Qualifications

• Minimum of 5 years of experience providing tax compliance and planning services to high net worth individuals and family groups.
• CPA or JD required; MST/LLM in Taxation a plus (optional).
• Flexible schedule based on business needs and client deadlines.

Responsibilities

• Supervise staff and seniors and review their work product for completeness and accuracy.
• Provide timely, high-quality tax compliance and planning services.
• Develops rapport with client personnel and the firm engagement team.
• Explain tax objectives, budget information, and engagement details to staff and seniors.
• Research tax issues and develop sound solutions for clients.
• Monitor budgeted vs actual hours and provide updates to principals.
• Mentor and coach staff and identify opportunities with clients.

Skills

Client service

Staff supervision

Project management

Analytical skills

Communication skills

Education

CPA or JD

MST or LLM in Taxation (a plus)

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 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

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.