Tax Senior Manager
Insite Group · Massachusetts, United States · 1 wk ago
Hybrid$145k–$190k/yrFull-time
Job Title: Tax Senior Manager - Private Client ServicesLocations: Boston, MassachusettsPosition Type: Full-TimeCompensation: $145,000 - $190,000 + additional benefits! About Them: Are you an experienced tax leader looking to drive strategy, mentor talent, and advise high-net-worth clients at one of New England's premier firms? My client are ranked among the Top 100 CPA firms in the United States and are recognized as a Best Place to Work for the past 20 years. Whilst already being a 350+ person firm, this role is due to further expansion, as they continue to dedicate themselves to innovation and collaboration. What You'll Do:Client Relationships: Serve as a primary client advisor, managing complex client relationships and growing their HNW practice footprint.Technical Tax Leadership: Provide strategic tax planning and advisory services for high-net-worth individuals, families, trusts, and estates.Complex Review & Compliance: Oversee, perform technical reviews, and sign off on complex individual, fiduciary (Form 1041), gift (Form 709), and estate (Form 706) returns, ensuring timely and accurate filings.Practice & Engagement Management: Direct engagement lifecycles from staffing and technical supervision to client billing and workflow efficiency.Client Advisory & Representation: Serve as the main point of contact for clients, translate complex tax topics into actionable insights, and represent clients in federal and state tax audits/notices.Business Development & Growth: Identify strategic expansion opportunities within existing accounts and cultivate new client relationships within your professional network.Team Mentorship: Actively coach, train, and develop junior and mid-level tax professionals across multiple team functions. The Individual: Bachelor's or Master's degree in Accounting or Taxation.Active CPA or EA required.8+ years of technical tax experience in public accounting, with at least 3+ years in a managerial role.Deep expertise in individual, estate, gift, trust, and fiduciary taxation, along with fiduciary accounting documents.Superior client-facing abilities and interpersonal skills, with a track record of communicating complex tax issues clearly to non-tax audiences.Strong technical research skills and willingness to manage varied entity and individual tax engagements simultaneously. Ready to elevate your career with a firm that invests in your success? Drop me your resume to find out more!