Tax Manager

3 weeks ago


Boston, United States ZipRecruiter Full time

Job Description

CPA firm seeking a tax professional who is very strong in all aspects of High Net Worth personal income tax preparation.

This position is Hybrid

Responsibilities:

  • Assume full responsibility for directing engagements and special assignments and supervise a number of engagements simultaneously.
  • Implement tax strategies that align with clients' business objectives.
  • Perform all tasks related to client service and ensure that assignments are accomplished by the engagement team within the budgeted time.
  • Responsible for the professional and technical development of the staff through on-the-job interaction and leading in-house training.
  • Develop a list of potential referral sources to bring new business to the firm.
  • Develop expertise in one or more specific industry areas.

Qualifications:

  • CPA
  • Five years of strong experience in personal income tax matters including fiduciary and foundation.
  • Experience with complex returns requiring 20-40 K-1 schedules.
  • Ability to supervise in-house and off-site bookkeepers.
  • Ability to make adjusting general ledger journals.
  • Financial planning experience is a plus - e.g., cash flow, life insurance, mortgage, and investment analysis.

Company Description: Public Accounting Firm

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