Tax Manager - Private Client Services at Baker Newman Noyes in Boston, MA

Job description

• If you're looking for a rewarding opportunity in a professional atmosphere with immense positivity, incredible talent, and exciting potential, then Baker Newman Noyes is the place for you. Tax Managers are responsible for the management of all phases of tax compliance for assigned clients in a variety of industries. Managers participate in firm administration and management, including staff and firm development.

Responsibilities

• Management of all phases of tax compliance for assigned clients
• Supervise staff and seniors and review their work product
• Provide timely, high quality services
• Develop rapport with client personnel and firm engagement team
• Explain tax objectives, budget information, and other relevant engagement information to staff and seniors
• Research tax issues and develop sound solutions
• Monitor job progression, including budgeted versus actual hours
• Use technical expertise to develop others through training, mentoring, supervision, and coaching
• Provide timely, honest, and constructive feedback
• Identify proposal opportunities for services to existing or prospective clients

Requirements

• Dedicated to high-caliber client service
• Supervise staff and seniors and review their work product for completeness and accuracy
• Provide timely, high quality services that meet or exceed client expectations
• Develops a rapport with client personnel and the firm engagement team
• Excellent project management, analytical, interpersonal, oral and written communication skills
• Demonstrate advanced knowledge of tax compliance and planning at both the federal and state levels in the areas of individuals, trusts, and estates.
• Responsible for timely and effective explaining of tax objectives, budget information, and other relevant engagement information to staff and seniors.
• Researches tax issues and develops sound solutions, and comfortably discusses issues with the engagement principal and management
• Monitors job progression, including budgeted versus actual hours, and provides timely updates to the principal
• Uses technical expertise to develop others through training sessions, mentoring, supervision, and coaching
• Provides seniors and staff with timely, honest, and constructive feedback
• Seeks to identify proposal opportunities for services to existing or prospective clients, and communicates opportunities on a timely basis to firm management
• Minimum of 5 years of experience providing tax compliance and planning services to high net worth individuals and family groups
• CPA or JD (MST or LLM in Taxation a plus)

Skills

Required

• Supervision and staff development
• Research and problem-solving
• Client service

Benefits

• BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including:
• A flexible paid time off program, 5 sick days, 11 paid holidays
• 6-week paid parental leave
• Health, Dental, Pet, Vision, Disability and Life Insurances
• 401(k) Plan with company match
• Profit Sharing Plan
• Business-casual office environment
• The expected salary range for candidates in the Massachusetts market is $112,682 - 169,023 annually, depending on experience and qualifications.