Tax Manager - National Tax (1040)

Overview

This role supports the organization’s National Tax team within a firm that provides Advisory, Assurance, and Tax services. 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 is a hybrid firm. The position is considered remote, meaning job duties do not require work to be performed within proximity of an office location. Remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.

Responsibilities

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.
• 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, 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.

Requirements

• 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.

Preferred Qualifications

• Participation in thought leadership, webinars, and seminars (noted as a collaboration area for this role).

Compensation & Benefits

Salary Range

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 a total rewards package that includes:

• Discretionary performance bonus
• Generous paid time off
• Expanded and inclusive parental benefits
• Access to learning and development platforms

Location

Remote position with potential need for scheduled in-office presence for client work, team meetings, or trainings.

Equal Employment Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status, and will not be discriminated against on the basis of disability.