Baker, Newman & Noyes Pa Llc

Tax Manager - Private Client Services

Baker, Newman & Noyes Pa Llc$90K — $120K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years experience in tax compliance and planning for high net worth individuals.
  • CPA or JD required; MST or LLM in Taxation preferred.

Responsibilities

  • Manage tax compliance for assigned clients across various industries.
  • Supervise and review work of staff and seniors for accuracy.
  • Deliver timely, high-quality services to meet client expectations.
  • Foster relationships with clients and engage teams effectively.
  • Research tax issues and present solutions to management.
  • Monitor job progress and report discrepancies in budgeted hours.
  • Provide mentorship and training to staff while giving constructive feedback.

Benefits

  • Flexible paid time off program with 11 paid holidays.
  • 6 weeks of paid parental leave.
  • Comprehensive health, dental, pet, and vision insurance.
  • 401(k) plan with company match and profit sharing.
  • Business-casual office environment.
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

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.
Learn more about Baker, Newman & Noyes Pa Llc
Size
500 employees
Industry
Net Income
$500,000
Founded
1995
5 Year Trend
+5%
Revenue
$1 million
NASDAQ

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