Tax Manager

$120,000-$160,000 (Commensurate on experience) + Bonus

Located in Fully Remote

Boutique CPA Firm in Massachusetts seeks FULLY REMOTE Tax Manager. This individual will have tremendous exposure throughout their Private Client Services team which is focused on Individual/Personal, Partnership, Trust & Estate, and Corporate Taxation. A diverse client base of privately-held businesses and high-net-worth individuals.


  • Work with the tax team to do tax technical review of tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), Gift (709), Estate (706), S corporations (1120S), and C Corporation (1065))
  • Meet with clients to assess their current needs and propose solutions
  • Develop and sustain strong client relationships to become their most trusted business and tax advisor
  • Keep up to date on current tax procedures and changes in tax regulations/laws
  • Actively participate in internal and external tax trainings
  • Manage team and engagement metrics and work with other directors on growth
  • Train, supervise, and delegate assignments to tax seniors and staff
  • Review complex tax returns
  • Lead and mentor staff to meet individual professional development goals
  • Focus on the development of staff and provide constructive feedback real-time
  • Identify new client and business development opportunities


  • 7+ years of public accounting experience with an emphasis on taxation with strong accounting skills
  • Demonstrated experience managing multiple client engagements with a financial accounting background.
  • Strong experience with Individual Taxation (high net worth)
  • Experience in Trust & Estate Planning and Family Office Services is a plus
  • Experience in working with small business
  • Experience in family limited partnership and operating partnerships
  • Excellent customer service skills
  • Strong oral and written communication skills; works well in teams (collaborative)
  • CPA, MST, or EA a plus
  • Bachelor’s or Master’s Degree in Accounting or Tax

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