Private Client Services Tax Manager or Senior Manager

Baker, Newman & Noyes Pa Llc   •  

Portland, ME

Industry: Professional, Scientific & Technical Services


5 - 7 years

Posted 30 days ago

Essential Roles and Responsibilities

The PCS Tax Manager or Senior Manager supervises staff and seniors and reviews their work product for completeness and accuracy. Primary work product will include federal and state individual income tax returns, fiduciary income tax returns, gift tax returns, and estate tax returns. Professionals provide timely, high quality services and work products that meet or exceed client expectations. You will participate in client meetings and collaborate with the team to deliver integrated services to clients. The ability to manage a high volume of deliverables under time constraints is essential.

Qualifications and Education Requirements

  • Minimum of 5 to 7 years of experience providing tax compliance and planning services to high net worth individuals and family groups; expertise with expatriate taxation is a plus.
  • CPA or JD (MST or LLM in Taxation a plus)

Position Requirements and Expectations

PCS Tax Managers and Senior Managers are dedicated to superior client service. They have excellent project management, analytical, interpersonal, and oral and written communications skills. They thrive in a dynamic and collegial work environment. PCS Tax Managers and Senior Managers are role models for staff and seniors, displaying professionalism, reliability, and integrity at all times.

PCS Tax Managers and Senior Managers are expected to demonstrate advanced knowledge of tax compliance and planning at both the federal and state levels in the areas of individuals, trusts, and estates. They will be responsible for timely and effectively explaining tax objectives, budget information, and other relevant engagement information to staff and seniors. PCS Tax Managers and Senior Managers interact with clients and their other advisors professionally and confidently at all times.

BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including:

  • 20-30 days of vacation time
  • 5 sick days
  • 10 paid holidays
  • 6-week paid parental leave
  • Health, Dental, Pet, Vision, Disability and Life Insurances
  • 401(k) Plan with company match
  • Profit Sharing Plan