Tax Manager (Review-Focused)
About The Position
Join Our Team as a Tax Manager (Review-Focused) in the Boston Area, MA. We are a well-established public accounting and business advisory firm known for delivering highly personalized service and going beyond compliance to help clients succeed. Our focus is on the bigger picture--minimizing tax liability, planning strategically, and supporting long-term financial growth. Our client base includes individuals, closely held businesses, nonprofits, and corporations, with a strong concentration of high-net-worth (HNW) clients. Annually, we handle approximately 600 individual tax returns, with roughly 450 tied to S-Corporations and Partnerships. While about 20% of these engagements are more straightforward, the majority involve complex tax situations including capital gains, investment activity, asset structures, and Schedule C businesses. We pride ourselves on maintaining a collaborative, supportive, and down-to-earth culture where team members are valued and have a visible impact. As a smaller firm, we offer the opportunity to work closely with leadership and play a meaningful role in both client service and internal operations. We are seeking an experienced Tax Manager to take ownership of the tax review process and help drive efficiency, quality, and consistency across our deliverables. This is a hands-on, technical leadership role focused on reviewing returns, working closely with staff, and ensuring work moves smoothly through the pipeline. You will review approximately half of the firm's individual return volume, enabling the principal partner to focus on business development and client relationship management. This role is ideal for someone who enjoys deep technical work, mentoring through review, and improving workflow --without needing to directly manage people.
Requirements
- Strong experience reviewing individual, partnership, and S-Corp tax returns
- Deep technical knowledge, especially with complex HNW tax scenarios
- Ability to efficiently review high volumes while maintaining accuracy
- Strong attention to detail and problem-solving mindset
- Clear communicator who can provide actionable feedback to staff
- Collaborative, team-oriented approach
- This is not a traditional people management role. We are looking for someone who excels at owning the review function and improving output, rather than directly managing staff.
Responsibilities
- Review individual, S-Corp, and partnership tax returns for accuracy, completeness, and compliance
- Handle a portfolio of primarily complex, HNW client returns
- Ensure all work meets firm standards and current tax regulations
- Identify issues, recommend corrections, and maintain consistency across deliverables
- Help manage the flow of returns through the review process to ensure timely delivery
- Partner with preparers to keep engagements moving efficiently
- Provide clear, constructive feedback to staff on their work
- Act as a technical resource and help elevate overall team quality
- Support client interactions as needed, particularly around technical matters and planning insights
- Contribute to proactive tax strategy discussions
Benefits
- Comprehensive health benefits
- 401(k) with immediate vesting and employer match
- Generous PTO and sick time
- Ongoing professional development and clear growth opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
