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Tax Manager

4 months ago

Cambridge, United States Connexion Systems & Engineering Full time

Position Summary


The Private Client Department is seeking a skilled and detail-oriented individual to join our law firm as Tax Manager for our Trust Operations team.
The Tax Manager will work closely with firm attorneys and other personnel within the Private Client Department, providing high-level advice on fiduciary income tax issues. This will to some extent be a "player-coach" role, where the Tax Manager will prepare some more complicated returns. This is also a timekeeping role, where the Tax Manager will track time and apply it to client matters.
The Tax Manager will have access to sensitive client information and therefore must demonstrate good judgment and discretion at all times. The Tax Manager will manage complex, detailed tax return work, and



Education, Experience and Qualifications

  • Bachelor's degree in Accounting, Finance, or a related field (CPA preferred).
  • Minimum of five years of experience in fiduciary tax preparation.
  • Previous experience in a supervisory or managerial role.
  • Strong working knowledge of OneSource and ProSystem fx fiduciary tax preparation software and Form 1041.
  • Strong working knowledge of SEI platform.
  • Excellent interpersonal and communication skills.
  • Detail-oriented with a strong focus on accuracy.
  • Proficiency in Microsoft Office Suite.