Tax Manager - Direct Partner Track
We are a small CPA firm based in Marlboro, MA, established in 1986, specializing in complex tax compliance and planning for High-Net-Worth Individuals. Our team works cooperatively to deliver high-quality, personal, and responsive service. We foster a family-like culture where employees feel valued and have opportunities for career growth. This role is designed for a future leader aiming to become a Partner and potentially an owner.
About the role
We are seeking an experienced Tax Manager with ambitions of becoming a Partner. This position offers a clear path to partnership and inclusion in the firm’s Succession Plan. You will build client relationships, solve problems, and work in a collaborative, non-transactional environment.
Responsibilities
- Manage complex tax compliance and planning for High-Net-Worth Individuals
- Collaborate with a team of professionals to deliver exceptional client service
- Develop and maintain strong client relationships
- Contribute to the firm’s growth and succession planning
Requirements
- Active CPA or EA license
- Minimum 5-7+ years of Public Accounting experience
- Current role as a Tax Manager (or Partner) at a Public Accounting Firm
- Experience with High-Net-Worth Individuals
Nice to Have
- Master’s in Taxation or Accounting
- Experience across multiple industries and entities
- International Tax experience
- Experience with Private Equity clients
- Strong tenure within previous roles
Benefits
- Hybrid-remote flexibility (1-2 days a week in office)
- Competitive base salary: $130,000 - $170,000 (based on experience)
- Full benefits (Health, Dental, Vision)
- PTO accumulated with hours worked, exchangeable for cash or vacation days
- 401k with 4% match
- Annual Profit Sharing plan
- Capped busy season hours
This role is open to candidates authorized to work in the United States without sponsorship for a non-immigrant visa.