Tax Manager – Private Client Services

Baker Newman Noyes LLC; United States; Hybrid; USD 113,000 - 169,000; Full time

Benefits offered by this job

Flexible PTO

Sick days

Holidays

Parental leave (6 weeks)

Health insurance

Dental insurance

Vision insurance

Disability & Life Insurance

401k match

Profit sharing

Business casual office

Job summary

Baker Newman Noyes LLC seeks a Tax Manager to oversee all phases of tax compliance for diverse clients, guiding staff and seniors to deliver accurate, timely services. The role requires deep knowledge of federal and state tax planning for individuals, trusts, and estates, with a focus on client service and engagement success.

The position emphasizes leadership, mentorship, and practical communication with principals, ensuring clear tax objectives and budgets while identifying opportunities for

Qualifications

• Dedicated to high caliber client service and delivering accurate work.
• Supervise staff and seniors, reviewing work for completeness and accuracy.
• Provide timely, high-quality tax services meeting client expectations.
• Develops rapport with client personnel and the engagement team.
• Strong project management, analytical, interpersonal, and written skills.
• Advanced knowledge of federal/state tax compliance and planning for individuals, trusts, and estates.

Responsibilities

• Manage all phases of tax compliance for assigned clients across industries.
• Supervise staff and seniors and review their work for quality.
• Explain tax objectives and budgets to staff and engagement team.
• Research tax issues and provide sound solutions to management.
• Monitor progress using budgeted vs actual hours and communicate variances.

Skills

Client service

Staff supervision

Project management

Communication skills

Tax planning & compliance

Budgeting & analytics

Research & problem solving

Education

CPA or JD/MS in Taxation

Job description

About Us Baker Newman Noyes BNN is a top 100 tax assurance and advisory firm in the US 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 BNNs culture champions career advancement mentorship community involvement and exceptionally responsive client service

About the Position

If youre 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

Minimumof5yearsofexperienceprovidingtaxcomplianceandplanningservicestohighnetworthindividualsandfamilygroupsCPAorJDMSTorLLMinTaxationaplus

Work Environment

Minimal travel requiredAbility to work a flexible schedule based on business needsHybrid work optionSupportive 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 holidays6 week paid parental leaveHealth Dental Pet Vision Disability and Life Insurances401k Plan with company matchProfit Sharing PlanBusiness casual office environment

Benefits

• 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
• 401k Plan with company match
• Profit Sharing Plan
• Business casual office environment

Salary

The expected salary range for candidates in the Massachusetts market is 112682 169023 annually depending on experience and qualifications

Equal Employment Opportunity

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