Tax Manager - Private Client Services

Baker Newman Noyes•Boston, MA

2d•Hybrid

About The Position

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.

Requirements

Dedicated to high-caliber client service
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)

Nice To Haves

MST or LLM in Taxation a plus

Responsibilities

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