Tax Manager - Private Client Services
Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting™ recognition for superior client service. Founded to create opportunity for employees, clients, and communities, BNN provides expert accounting and advisory services across several industries. With offices in Maine, Massachusetts, and New Hampshire, BNN is known for teamwork, collaboration, and client excellence throughout New England and beyond. The firm’s culture champions career advancement, mentorship, community involvement, and exceptionally responsive client service.
About the Role
Tax Managers are responsible for managing all phases of tax compliance for assigned clients in a variety of industries. Managers also participate in firm administration and management, including staff and firm development.
Responsibilities
- Dedicated to high-caliber client service
- Supervise staff and seniors and review their work product for completeness and accuracy
- Provide timely, high-quality services that meet or exceed client expectations
- Develop a rapport with client personnel and the firm engagement team
- 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
- Research tax issues and develop sound solutions, and comfortably discuss issues with the engagement principal and management
- Monitor job progression, including budgeted versus actual hours, and provide timely updates to the principal
- Use technical expertise to develop others through training sessions, mentoring, supervision, and coaching
- Provide seniors and staff with timely, honest, and constructive feedback
- Identify proposal opportunities for services to existing or prospective clients, and communicate opportunities on a timely basis to firm management
Requirements
- 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)
Skills
- Excellent project management, analytical, interpersonal, oral and written communication skills
Work Environment
- Minimal travel required
- Ability to work a flexible schedule based on business needs
- Hybrid work option
- Supportive and collaborative culture
Benefits
- Flexible paid time off program, 5 sick days, 11 paid holidays
- 6-week paid parental leave
- Health, Dental, Pet, Vision, Disability and Life Insurances
- 401(k) Plan with company match
- Profit Sharing Plan
- Business-casual office environment