Tax Senior Manager

Staff Financial Group; Waltham (MA); Hybrid; USD 140,000 - 200,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Performance-based incentives

Job summary

A leading financial services firm in Waltham, MA, is seeking an experienced Tax Senior Manager. This role requires expertise in corporate and partnership taxation, managing compliance for a diverse client base, and leading a team. Candidates should have at least 7 years of public accounting experience, with strong client relationship management skills and a CPA license. The position offers a hybrid work schedule and competitive compensation with benefits.

Qualifications

• Bachelor’s degree in Accounting; Master’s preferred.
• Active CPA license required.
• 7+ years of public accounting experience, including at least 2 years in a managerial role.
• Strong expertise in C- and S-Corporation, LLC, and partnership taxation.
• Demonstrated experience with pass-through entity taxation.
• Experience with complex individual and estate tax planning is a plus.
• Strong expertise in C- and S-Corporation, LLC, and partnership taxation.
• Experience with pass-through entity taxation and preferred experience in entity structuring, operating agreement review, compliance, allocations, and partner transactions.
• Experience with complex individual and estate tax planning and compliance is a plus.

Responsibilities

• Serve as the main point of contact for clients.
• Manage compliance needs and anticipate tax issues.
• Lead and mentor tax staff and managers.
• Provide planning and compliance support for high-net-worth individuals.
• Deliver exceptional client service and identify tax planning opportunities.
• Provide planning and compliance support for high-net-worth individuals, including estate, gift, and trust matters.
• Lead and mentor tax staff, seniors, and managers.
• Apply strong project management, analytical, interpersonal, and communication skills in a dynamic environment.
• Deliver exceptional client service and help identify opportunities for value-added tax planning.

Skills

Client relationship management

Tax compliance

Project management

Analytical skills

Interpersonal communication

Education

Bachelor’s degree in Accounting

Master’s degree in Accounting

Job description

Tax Senior Manager - Waltham, MA (Greater Boston Area)

Who: An experienced tax leader with deep expertise in corporate, partnership, and high-net-worth individual taxation.

What: Manage complex tax compliance, lead engagements, oversee staff development, and serve as the primary client contact.

When: Hiring now to support a growing market with immediate leadership needs.

Where: Boston, MA area on a hybrid schedule (2–3 days per week in office).

Why: To drive tax strategy, enhance client relationships, and contribute to a dynamic, expanding practice.

Office Environment: Fast-paced, collaborative, growth-oriented, and centered on integrity and professional development.

Salary: Competitive compensation with comprehensive benefits and performance-based incentives.

Position Overview

The Senior Tax Manager will oversee client tax engagements, lead relationship management, and identify tax planning opportunities while supporting a broad client base across multiple industries.

Key Responsibilities

• Serve as the main point of contact for clients, managing compliance needs and anticipating tax and business issues.
• Manage engagements and review complex individual, partnership, and entity tax returns.
• Provide planning and compliance support for high-net-worth individuals, including estate, gift, and trust matters.
• Lead and mentor tax staff, seniors, and managers.
• Apply strong project management, analytical, interpersonal, and communication skills in a dynamic environment.
• Deliver exceptional client service and help identify opportunities for value-added tax planning.

Qualifications

• Bachelor’s degree in Accounting; Master’s preferred.
• Active CPA license required.
• 7+ years of public accounting experience, including at least 2 years in a managerial role.
• Strong expertise in C- and S-Corporation, LLC, and partnership taxation.
• Demonstrated experience with pass-through entity taxation and preferred experience in entity structuring, operating agreement review, compliance, allocations, and partner transactions.
• Experience with complex individual and estate tax planning and compliance is a plus.

If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.