5+ years of tax compliance and planning experience for high net worth individuals and families
CPA or JD required; MST or LLM in Taxation preferred
Strong project management and analytical skills
Excellent interpersonal and communication abilities
Advanced knowledge of federal and state tax compliance for individuals, trusts, and estates
Responsibilities
Manage all phases of tax compliance for assigned clients
Supervise and review work of staff and seniors for accuracy
Deliver high-quality services that exceed client expectations
Build rapport with clients and engagement teams
Research tax issues and propose effective solutions
Monitor job progression and provide updates to management
Identify and communicate proposal opportunities to firm management
Benefits
Flexible paid time off program, 5 sick days, 11 paid holidays
6-week paid parental leave
Comprehensive health, dental, pet, vision, disability, and life insurance
401(k) plan with company match
Profit sharing plan
Business-casual office environment
Hybrid work option with minimal travel required
Full Job Description
About the Position
If you're looking for a rewarding opportunity in a professional atmosphere with immense positivity, incredible talent, and exciting potential, then Baker Newman Noyes is the place for you. Tax Managers are responsible for the management of all phases of tax compliance for assigned clients in a variety of industries. Managers participate in firm administration and management, including staff and firm development.
Competencies and Position Requirements
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
Develops a rapport with client personnel and the firm engagement team
Excellent project management, analytical, interpersonal, oral and written communication skills
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.
Researches tax issues and develops sound solutions, and comfortably discusses issues with the engagement principal and management
Monitors job progression, including budgeted versus actual hours, and provides timely updates to the principal
Uses technical expertise to develop others through training sessions, mentoring, supervision, and coaching
Provides seniors and staff with timely, honest, and constructive feedback
Seeks to identify proposal opportunities for services to existing or prospective clients, and communicates opportunities on a timely basis to firm management
Education and Experience
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)
Work Environment
Minimal travel required
Ability to work a flexible schedule based on business needs
Hybrid work option
Supportive and collaborative culture
BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including:
A 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
The expected salary range for candidates in the Massachusetts market is $112,682 - 169,023 annually, depending on experience and qualifications.
About Baker, Newman & Noyes Pa Llc
Baker, Newman & Noyes is a leading accounting firm that provides a wide range of financial services to businesses and individuals. With a team of experienced professionals and a commitment to excellence, they have become a trusted partner for many clients across the country. Their services include tax preparation, auditing, financial planning, and more.
