Tax Manager - Private Client Services

Insite US; Wakefield (MA); Hybrid; USD 135,000 - 155,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid time off

Job summary

Insite US in Wakefield, MA is seeking an experienced Tax Manager to oversee engagements from planning to completion, mentor staff, and deliver strategic tax solutions for a diverse client base.

Join a collaborative firm that emphasizes professional development, client service, and innovation, with hybrid work and opportunities to lead a growing tax practice.

Qualifications

• Bachelor's degree in Accounting or related discipline.
• CPA license or Bar qualification.
• Minimum of five years' experience within public accounting.
• Strong knowledge of federal, state, and local tax compliance and planning.
• Experience managing tax engagements and reviewing complex tax returns.
• Proficiency with professional tax software including CCH Axcess or similar.

Responsibilities

• Oversee tax engagements from planning through completion.
• Manage client relationships and ensure high-quality technical delivery.
• Identify planning opportunities and develop strategies for clients.
• Review complex federal, state, and local returns for accuracy and compliance.
• Lead, mentor, and coach junior tax professionals.
• Support client through tax examinations and respond to inquiries.

Skills

Tax planning

Client management

Team leadership

Mentoring

Tax compliance

Federal/state/local tax

Software proficiency

Communication

Education

Bachelor's degree in Accounting

CPA license

Bar qualification

Tools

CCH Axcess

Job description

Take the Next Step in Your Public Accounting Career

A nationally recognised public accounting firm is seeking an experienced Tax Manager to join its growing tax practice. This is an opportunity to work with a diverse portfolio of business and individual clients while leading engagements, mentoring talented professionals, and delivering strategic tax solutions.

Whether you're looking to deepen your expertise or broaden your experience across multiple industries, you'll be part of a collaborative team that values innovation, professional development, and exceptional client service.

About the Role

As a Tax Manager, you'll oversee tax engagements from planning through completion, managing client relationships while ensuring high-quality technical delivery. You'll collaborate with senior leadership, identify planning opportunities, and help develop the next generation of tax professionals.

Key Responsibilities

Client & Technical Leadership

• Manage tax engagements for partnerships, corporations, S corporations, and individual clients.


• Review complex federal, state, and local tax returns for accuracy and compliance.


• Develop proactive tax planning strategies tailored to each client's business and financial objectives.


• Research technical tax matters and provide practical recommendations based on current legislation and regulatory guidance.


• Identify tax-saving opportunities, including available credits, incentives, and planning strategies.


• Support clients through tax examinations and respond to federal and state tax enquiries where required.


• Utilise tax technology and professional software to improve efficiency and deliver high-quality outcomes.

Client Management & Business Development

• Act as the primary point of contact for assigned client engagements.


• Build strong, long-term relationships through responsive communication and trusted advice.


• Manage engagement budgets, billing, collections, and overall project profitability.


• Participate in networking events, client meetings, and business development initiatives.


• Assist with proposals and contribute to expanding relationships with existing and prospective clients.

Leadership & Team Development

• Supervise, mentor, and coach junior tax professionals throughout engagements.


• Review work completed by team members and provide constructive technical feedback.


• Support training initiatives and encourage continuous professional development.


• Collaborate with managers and partners to improve processes and strengthen team performance.

What We're Looking For

• Bachelor's degree in Accounting or a related discipline.


• CPA licence or Bar qualification.


• Minimum of five years' experience within public accounting.


• Strong knowledge of federal, state, and local tax compliance and planning.


• Experience managing tax engagements and reviewing complex tax returns.


• Proficiency with professional tax software, including CCH Axcess or similar platforms.


• Excellent analytical, organisational, and project management skills.


• Strong written and verbal communication abilities.


• Willingness to travel to client locations as needed, including occasional overnight travel.

What's on Offer

• Competitive salary ranging from $135,000 to $155,000, depending on experience.


• Annual performance bonus opportunities.


• Comprehensive medical, dental, and vision insurance.


• Life and disability insurance.


• Employer-sponsored retirement savings plan.


• Flexible paid time off and paid holidays.


• Reimbursement of eligible business travel expenses.


• Ongoing professional development, technical training, and leadership programmes.


• Hybrid working arrangements with flexibility to balance client needs and collaboration.


• A supportive, inclusive culture that encourages career progression and continuous learning.

If you're an experienced tax professional looking for an opportunity to lead client engagements, develop talented teams, and advance your career within a respected public accounting firm, we'd love to hear from you.