Tax Manager - National Tax (1040)

Opportunity ID

9660

Department

Tax

Location(s)

Boston

State

Massachusetts

Function

National Tax

Job Description

The Tax Manager is responsible for managing the preparation, review, and delivery of complex individual income tax returns while leading and developing a team of tax professionals. This role requires strong technical expertise in individual taxation, gift and trust taxation, excellent project management skills, and a commitment to delivering exceptional client service. The Tax Manager serves as a trusted advisor to clients, mentors staff, and drives process improvements to enhance efficiency and quality within the 1040 practice.

Responsibilities include but not limited to:

Technical Tax Responsibilities

• Review complex federal, state, and local individual income tax returns (Forms 1040).
• Review and assist with gift tax returns (Forms 709) and fiduciary income tax returns (Forms 1041).
• Research and resolve technical tax issues related to individual, trust, estate, and gift taxation.
• Identify tax planning opportunities and communicate recommendations to clients and engagement teams.
• Ensure compliance with changing tax laws, regulations, and firm policies.
• Review workpapers and supporting documentation for accuracy, completeness, and consistency.

Client Service & Relationship Management

• Serve as a primary point of contact for clients regarding tax compliance and planning matters.
• Manage multiple client engagements and ensure deadlines are met.
• Communicate project status, tax implications, and recommendations clearly and professionally.
• Develop and maintain strong client relationships through responsiveness and proactive service.
• Assist with client onboarding and engagement planning.
• Be able to prepare client invoices and follow up on overdue bills

Team Leadership & Development

• Supervise, mentor, and develop staff and senior tax associates.
• Review work prepared by team members and provide timely, constructive feedback.
• Assist with training initiatives and technical development programs.
• Support staff career development through coaching and performance discussions.
• Foster a collaborative, positive, and high-performance team environment.

Practice Management

• • Monitor workflow, staffing, and project deadlines throughout the year.
  • Utilize technology and workflow tools to improve efficiency and quality.
  • Support process improvement initiatives, automation projects, and standardization efforts.
  • Ensure engagement budgets and realization goals are achieved.
  • Participate in hiring, training, and retention efforts.

YOUR EXPERIENCE.

The successful candidate will have:

• Bachelor's degree in Accounting, Taxation, or related field.
• CPA or EA certification required.
• 5-8+ years of public accounting experience, with significant experience in individual taxation.
• Experience reviewing Forms 1040, 1041, and 709.
• Strong knowledge of federal and state income tax laws.
• Experience using CCH Axcess Tax and related tax technology platforms.
• Advanced tax research and analytical skills.
• Excellent written and verbal communication skills.
• Strong organizational and time-management abilities.
• Ability to manage multiple priorities while meeting deadlines.
• Experience working with high-net-worth individuals, family groups, trusts, and closely held businesses.
• Experience with multi-state taxation, international reporting (FBAR, Forms 8938, 5471, etc.), and advanced individual tax planning.
• Prior experience leading teams and managing client relationships.

In addition, please take a moment to review our

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.

In Massachusetts, the salary range for a National Tax Manager is $110,000 to $170,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit

"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.

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