Tax Manager Private Client Services (Boston, Wellesley, or Westborough with flexibility for remote work)

Company Description AAFCPAs is an innovative and forward-thinking firm.

We have enjoyed primarily organic growth and continue our laser focus on sustained growth as an independent regional firm.

We are considered an attractive alternative to the Big 4 and National CPA firms.

We provide best-value assurance, tax, outsourced accounting, business consulting, information technology advisory solutions, and wealth management services to nonprofit organizations, commercial companies, wealthy individuals, and estates.

Since 1973, AAFCPAs sincere approach to business and service excellence has attracted discerning clients along with the best and brightest CPA and consulting professionals.

AAFCPAs donates 10% of its net profits annually to nonprofit organizations.

We have an active DE&I committee and have commitment and accountability to these efforts.

AAFCPAs is an independent member of PrimeGlobal, the fourth largest CPA firm association in the world with 300 member firms in 80 countries.

This provides our clients with seamless national and global coverage, along with an advantageous pay-as-you-use model.

Job Description Our Tax Practice is growing Are you an experienced tax manager looking for a progressive career opportunity and a great work culture?

Are you committed to excellence and high-quality?

Do you love to develop and coach less experienced staff to succeed?

Do you enjoy supporting community charity and business events?

If you answered Yes to these questions, we would love to talk to you Candidates are encouraged to apply confidentially on our website, www.aafcpa.com.

No agency solicitations will be considered at this time.

Responsibilities In this role, you will be part of the Private Client Services team focused on Individual/Personal, Partnership, Trust & Estate, and Corporate Taxation.

You will mainly service our high net worth clients and privately-held businesses.

As a Tax Manager within AAFCPAs your job duties will be focused on our core values of technical expertise, hard work, and excellent quality client service.

As a Tax Manager on the PCS team, you will be responsible for the following duties: Work with the tax team to do tax technical review of tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), Gift (709) Charitable Organizations (990-PF) S corporations (1120S) and C Corporation (1065) ) Meet with clients to assess their current needs and propose solutions Develop and sustain strong client relationships to become their most trusted business advisor Keep up-to-date on current tax procedures and changes in tax regulations/laws Actively participate in internal and external tax trainings Plan and manage budgets, billing, and staffing Manage engagements effectively to ensure exceptional client service Train, supervise and delegate assignments to tax seniors and staff Review complex tax returns and associated workpapers prepared by staff and senior associates and provide timely, specific and meaningful feedback Lead and mentor staff to meet individual professional development goals Provide constructive feedback to both superiors and subordinates through semi-annual review process Identify new client and business development opportunities Qualifications 7 years public accounting experience with an emphasis on taxation (i.e.

Tax Accountant) Demonstrated experience managing multiple client engagements with a financial accounting background.

Strong experience with Individual Taxation (high net worth) Experience in Trust & Estate planning and Family Office Services Experience in small business Experience in family limited partnership and operating partnerships Strong public accounting management experience Excellent customer service skills Strong oral and written communication skills Ability to manage multiple high-level work CPA License Bachelors or Masters Degree in Accounting or Tax Benefits Additional Information Partner track potential Competitive Salary Generous PTO Flexible office location (Westborough, Wellesley, Boston, remote) Comprehensive benefits package Bonus plan All your information will be kept confidential according to EEO guidelines.

by Jobble

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