Manager, Tax

FORVIS, LLP • Boston, MA

74d

About The Position

The position involves managing tax compliance and advisory services for individuals, partnerships, and corporations across various industries. Responsibilities include conducting in-depth research on complex tax matters, reviewing tax return preparations, engaging with senior client stakeholders, and driving client service excellence. The role also includes supporting client growth through strategic planning, contributing to business development, mentoring tax professionals, managing resources and project workflows, maintaining technical expertise, and representing the firm at industry events.

Requirements

• Bachelor's Degree in Accounting, Taxation or related field
• 5+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting
• Proficiency in Microsoft Office Suite
• Ability to work a hybrid schedule, typically averaging three days per week in the assigned office
• Flexibility to travel for client engagements and internal meetings, including overnight stays

Nice To Haves

• Master's Degree in related field

Responsibilities

• Manage tax compliance and advisory services for individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of industries
• Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports
• Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards
• Engage proactively with senior client stakeholders to identify tax issues, offer insights, and implement practical solutions
• Drive client service excellence by setting high standards for responsiveness and quality, fostering long-term relationships as a trusted advisor and strategic partner in client success
• Support client growth and retention through strategic planning and business development
• Contribute to business development by helping with proposals, showcasing firm value, and supporting client acquisition
• Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team
• Manage resources, budgets, and project workflows to resolve scheduling conflicts and ensure the timely, cost-effective delivery of client engagements
• Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes
• Contribute to thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities
• Represent the firm at industry events and networking forums, enhancing brand visibility and cultivating new business opportunities

What This Job Offers

• Job Type: Full-time
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree