Tax Manager
Apply NowCompany: NPAworldwide
Location: Boston, MA 02115
Description:
Job Description
Job Title: Senior Tax Manager
Location: Greater Boston, MA (need locals) fully on-site/hybrid
MUST HAVE: CPA, EA, or JD certification required, Strong experience with individual taxation (high net worth)
Job description:
We are seeking a Senior Tax Manager to join our Private Client Services (PCS) Group in a flexible hybrid capacity, out of our Boston or Waltham offices. Remote arrangements are available for the ideal candidate.
Job Responsibilities:
Technical planning and advising of clients that includes high-profile individuals/families and private entities (including 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
Manages engagement efficiently by timely assignment, supervision and review of work; conducts timely billing on all engagements for which he/she is responsible
Assumes full responsibility for larger, more complicated tax returns and delegates to the various tax preparers as deemed necessary.
Performs technical tax review and approval of all tax returns.
Develops a professional relationship with the client and serves as the main point-of-contact to the client and ensures that the client is fully informed of engagement progress
Generates new business opportunities within current client base and outside network.
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
Job Title: Senior Tax Manager
Location: Greater Boston, MA (need locals) fully on-site/hybrid
MUST HAVE: CPA, EA, or JD certification required, Strong experience with individual taxation (high net worth)
Job description:
We are seeking a Senior Tax Manager to join our Private Client Services (PCS) Group in a flexible hybrid capacity, out of our Boston or Waltham offices. Remote arrangements are available for the ideal candidate.
Job Responsibilities:
Technical planning and advising of clients that includes high-profile individuals/families and private entities (including 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
Manages engagement efficiently by timely assignment, supervision and review of work; conducts timely billing on all engagements for which he/she is responsible
Assumes full responsibility for larger, more complicated tax returns and delegates to the various tax preparers as deemed necessary.
Performs technical tax review and approval of all tax returns.
Develops a professional relationship with the client and serves as the main point-of-contact to the client and ensures that the client is fully informed of engagement progress
Generates new business opportunities within current client base and outside network.
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