Senior Tax Manager

4 weeks ago


Boston MA, United States KBW Financial Staffing & Recruiting Full time
A large, regional CPA firm located in Boston, MA is active in their search for a permanent Senior Tax Manager. Reporting into a Partner, the Senior Tax Manager will lead and manage multiple tax engagements while being committed to growing/ developing the existing accounting team. This Senior tax Manager role will require someone to be on-site at least two days per week (non-negotiable).

Responsibilities Of The Senior Tax Manager Include

  • Supervise multiple client engagements, providing technical planning and guidance to a diverse client base encompassing private entities such as C-Corps, S-Corps, Trusts, Partnerships, and high-profile individuals/families.
  • Cultivate and uphold strong client relationships by delivering exceptional customer service.
  • Act as the primary point of contact for clients, engaging directly with client owners and senior team members to address their needs effectively.
  • Identify and resolve potential or existing issues by conducting thorough research and offering consultancy services on tax-related matters.
  • Collaborate with and advise clients on business and process improvement initiatives, serving as a trusted business advisor.
  • Demonstrate comprehensive understanding and exposure to various issues, including mergers and acquisitions, entrepreneurship, funding requirements, growth objectives, and exit strategies.
  • Contribute to the development and implementation of departmental training programs.
  • Establish and oversee budgets, assist with staff scheduling and workload distribution.
  • Prepare client invoices in a timely manner and provide support in collection efforts.
  • Conduct formal training seminars for staff members to enhance their skills and knowledge.
  • Proactively engage in practice development opportunities, including cross-selling services to existing and potential clients.
  • Participate in recruitment events, support employee performance management, offer training assistance, and explore business development prospects.
  • Foster enduring relationships with clients, tailoring services to meet their unique needs, particularly those of complex clients.

Qualifications

  • BS or MS in Accounting or Tax
  • 5+ years of experience within public accounting
  • Ability to lead and manage a team of tax professionals on engagements
  • Strong knowledge of tax laws with the ability to communicate to shareholders

For more information, please email a copy of your resume to Chris Grassi at cgrassi@kbwfinancial.com

*MONKBW*

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