Tax Manager or Senior Tax Manager - HNW

Levelociti•Beverly, MA
•Hybrid

About The Position

The Tax Manager or Senior Tax Manager will take on a leadership role within the tax group, provide high-quality tax services to clients, and manage a team of tax professionals. The role focuses on high-net-worth individuals (HNWI), trusts, and affiliated businesses, including partnerships and S corporations. It is suited to a driven, strategic thinker with advisory and client-facing experience who can manage client relationships and contribute to a collaborative, respectful team culture. The firm is a local tax and wealth advisory firm focused on organic growth, strong client relationships, and high-quality service. The position is hybrid in Salem, Massachusetts, with an expectation of being in the office three to four times per week. The firm emphasizes work-life balance through low billable hours, capped busy-season hours, and summer Fridays.

Requirements

  • Active CPA license.
  • At least 5 years of experience with a focus on high-net-worth individuals and trusts.
  • Advisory and client-facing experience.
  • Previous tax supervisory or management experience.
  • Experience managing client relationships.
  • Ability to work in the Salem, Massachusetts office three to four times per week.

Responsibilities

  • Provide high-quality tax services to clients, with a focus on high-net-worth individuals and trusts.
  • Manage a team of tax professionals.
  • Manage client relationships.
  • Provide tax advisory services to clients.

Benefits

  • Competitive base salary of $140,000–$170,000 or more, plus annual bonuses.
  • 401(k) with a match of up to 5%.
  • Profit sharing.
  • Low billable hours.
  • Busy-season hours capped at 55 hours.
  • Half-day Summer Fridays.
  • Strong partner track.
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