Tax Manager - Private Client Services
baker newman noyesWoburn, MA
Tax Manager - Private Client Services
baker newman noyesWoburn, MA
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About the role
Overview:
In this role you will oversee tax compliance for diverse clients while guiding a team of staff and seniors. You’ll apply advanced tax knowledge to high net worth individuals and family groups, develop client relationships, and contribute to firm administration and development. You will coach others, manage budgets and hours, and identify opportunities to expand services. Join a collaborative, hybrid culture focused on client excellence and mentorship. Compensation / Benefits flexible paid time off 5 sick days 11 paid holidays 6-week parental leave health, dental, vision, life insurances 401(k) Plan with company match
Responsibilities:
Manage all phases of tax compliance for assigned clients across industries Supervise staff and seniors; review work for accuracy Deliver timely, high-quality services that meet client expectations Build rapport with client personnel and the engagement team Oversee project management, budgeting, and progress updates Explain tax objectives and engagement information to staff and seniors Research tax issues and develop solid solutions; discuss with engagement principals Provide training, mentoring, supervision, and coaching to staff Identify proposal opportunities and communicate them to management Provide timely, honest feedback to seniors and staff
Key requirements:
Minimum of 5 years of experience in tax compliance and planning for high net worth individuals and family groups CPA or JD (MST or LLM in Taxation a plus) Excellent interpersonal and written communication Strong analytical and problem-solving abilities Effective project management and leadership Advanced knowledge of federal and state tax compliance and planning for individuals, trusts, and estates Tax research and issue resolution Budgeting and hours management
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JOB OVERVIEW
Experience level
Senior
Location
Woburn, MA
Occupation
Accountants and Auditors
Industry
Tax Preparation Services
Posted
today
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