Tax Senior Manager

Insite Group; Massachusetts; On-site; USD 135,000 - 225,000; Full time

Benefits offered by this job

Benefits package

Job summary

Insite Group in Wakefield, MA is seeking a Senior Tax Manager for Private Client Services. You will lead tax strategy for high-net-worth individuals, business owners, and pass-through entities, delivering sophisticated planning and compliance in a collaborative, client-focused environment.

The role requires a CPA (or equivalent JD), 10+ years of public accounting tax experience, and proven leadership. Relocation to the Boston area is welcomed for local engagement.

Qualifications

• Requires CPA license or Bar admission (JD).
• 10+ years of tax compliance and planning experience (public accounting preferred).
• Expertise in high-net-worth taxation including flow-through entities (S-Corps, Partnerships) and C-Corps.

Responsibilities

• Build rapport with business owners, executives and high-net-worth individuals to deliver tax-saving strategies and wealth preservation planning.
• Review and sign complex tax returns for Individuals, Partnerships, S-Corps and C-Corps across Real Estate, Manufacturing & Distribution, Retail and Service sectors.
• Manage all phases of tax compliance: year-end planning, quarterly estimates, extensions, notices, memos, and billing.
• Supervise, mentor, and develop staff and interns on engagements; foster a high-performing team.
• Own engagement timelines and ensure deadlines and client expectations are met with precision.

Skills

Leadership

Tax planning

Client relations

Mentoring

Education

Bachelor's degree in Accounting or Finance

Job description

Job Title: TaxSenior Manager - Private Client Services

Location: Wakefield, Massachusetts

Position Type: Full-Time

Salary: $135,000 - $225,000 + benefits package!

The Role

If you are a senior tax professional with deep expertise across high-net-worth individuals, business owners, and pass-through entities, your market value has never been higher. My client are one of the nation's largest audit, tax, consulting, and wealth management firms that offer a world-class, relatively jerk-free culture built for high performers who want more out of their careers. If you are looking for a lucrative, high-visibility platform where you can build deep client rapport, lead high-net-worth tax strategy, and steer your own career path, this is your invitation to do something different.

Key Responsibilities

• Build strong rapport with business owners, executives, and high-net-worth individuals, delivering proactive tax-saving strategies, wealth preservation planning, and risk mitigation.
• Review and sign complex tax returns for Individuals, Partnerships, S-Corporations, and C-Corporations across key regional sectors (Real Estate, Manufacturing & Distribution, Retail, and Service-based businesses).
• Manage all phases of tax compliance, including year-end tax planning, quarterly estimates, extensions, tax notice responses, technical memoranda, and billing.
• Supervise, mentor, and develop staff and interns assigned to your engagements, cultivating a high-performing and collaborative team environment.
• Take full accountability for engagement timelines, ensuring all statutory filing deadlines and client expectations are met with precision.

Qualifications

• Bachelor's degree in Accounting or Finance required; active CPA license or Bar Admission (JD) required.
• 10+ years of recent tax compliance and planning experience (public accounting experience strongly preferred).
• Demonstrated expertise in high-net-worth individual taxation alongside flow-through entity taxation (S-Corps, Partnerships) and C-Corps across commercial industries.
• Proven leadership skills with the ability to manage complex client relationships and develop junior staff.
• Must reside in or near the Wakefield/Boston, MA area or be willing to relocate to join their local team.