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Tax Manager

1 month ago

Boston, United States Brennan Staffing Group Inc. Full time

The PCS Tax Manager is responsible for providing tax and consulting services to our high-net-worth clients as well as managing, developing and growing the local Private Client Services practice.

Job Responsibilities

• Technical planning and advising of clients that include high-profile individuals/families

(including their affiliated C-Corp, S-Corp, Trusts, and Partnerships)

• Trusted advisor and role model for your clients and our people across multiple teams,

making this a great place to develop a diverse network of collaborative colleagues.

• Ensure timely filing of all client-related tax returns and documents.

• Respond to federal and state tax notices that impact clients, and represent clients in any

potential tax audit.

• Personally coach and develop a highly trained team, all while handling activities with a

focus on quality and commercial value.

• Manage multiple Estate, Gift and Fiduciary client tax engagements simultaneously.

• Review complex estate (Form 706), gift (Form 709), and fiduciary (Form 1041) income tax

returns, including related tax schedules, forms and fiduciary accounting documents.

• Building effective long-term relationships with our clients, understanding their unique

needs to provide a tailored service.

• Communicating complex tax issues to non-tax professionals and clients.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of

activities, duties, or responsibilities that are required for this job. Duties, responsibilities and activities may change from time to time with notice whenever possible, but not guaranteed.

Job Qualifications

• Bachelor’s or Master's degree in Accounting or Tax

• 6+ years of technical tax experience in public accounting

• Strong experience with individual taxation (high net worth)

• CPA certification is required

• Researching tax issues to develop effective tax planning strategies

• Excellent interpersonal and communication skills (both verbal and written)

• Familiarity and willingness to perform all types of tax work from entity to individual

• Ability to manage multiple high-level work simultaneously

• Ability to translate complex data from a range of sources into client-ready insights and

deliverables

• Developed public accounting management experience

• Trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues.

We are looking for a candidate to work full time. Normal hours are Monday through Friday 8:30 am to 5:30 pm with increased hours during our peak season: January through April and August through October. These periods require increasing normal weekly hours, which include weekends.