Overview
This role supports the firm’s National Tax team within its broader tax practice. The position involves managing and delivering complex individual income tax work while leading and developing a team of tax professionals.
The employer operates a hybrid model. This position is considered remote, meaning job duties do not require performance within proximity of a company office location. Remote employees may be required to attend 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
Not specified.
Compensation & Benefits
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.
The salary range 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 (does not require duties to be performed within proximity of an office location). Scheduled notice attendance at an office may be required for client work, team meetings, or trainings.
- Salary information specified for Massachusetts.