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Senior Tax Manager
Senior Tax ManagerCivicMinds, Inc • Boston, MA, United States
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Senior Tax Manager

Senior Tax Manager

CivicMinds, Inc • Boston, MA, United States
[job_card.1_day_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Responsibilities

  • Serve as client's trusted advisor, demonstrate knowledge of industry

trends, identify client issues and conflicts; proactively communicate

solution options to client and team

  • Technical planning and advising of clients that include high-
  • net-worth individuals / families as well as trusts and estates

  • Manage multiple Estate, Gift and Fiduciary client tax
  • engagements simultaneously.

  • Review complex estate (Form 706), gift (Form 709), and
  • fiduciary (Form 1041) income tax returns, including related tax

    schedules, forms and fiduciary accounting documents.

  • Manage staff on engagement deliverables (such as tax returns, work
  • papers, etc.); complete technical and strategic reviews as a member of

    the final engagement review team to ensure quality control standards

    are met; ensure on time delivery and on budget

  • Demonstrate proficient technical skills for handling all client
  • responsibilities, including knowledge of trends, industries, alternatives,

    etc.

  • Reviewing complex tax returns including international, federal
  • and multi-state returns for high net worth individuals, trusts &

    estates, and foundations and their associated C Corporations,

    S corporations, and partnerships

  • Understanding your clients' goals and needs and servicing clients
  • directly

  • Owning client relationships and work
  • Strategizing with Partners regarding tax planning
  • Provide clients with recommendations and guidance on how to achieve
  • their goals and assist in identifying opportunities for growth with

    clients

  • Researching tax issues and providing guidance to clients
  • Working closely with staff, and assisting senior management in
  • mentoring, coaching, training, supervising, and evaluating staff

  • Foster a team environment; demonstrates support of management and
  • decisions and build a positive culture

  • Participate in practice development activities that lead to the
  • generation of new business and the opportunities for cross-serves

  • Building effective long-term relationships with our clients,
  • understanding their unique needs to provide a tailored service.

    Other Duties :

    Please note this job description is not designed to cover or contain a

    comprehensive listing of activities, duties, or responsibilities that are

    required for this job. Duties, responsibilities and activities may change from

    time to time with notice whenever possible, but not guaranteed.

    Job Qualifications

  • Bachelor's or Master's degree in Accounting or Taxation
  • 8+ years of technical tax experience in public accounting, or related
  • field, 3 in managerial role

  • Strong experience with individual taxation (high net worth)
  • CPA, EA or JD certification is required
  • Researching tax issues to develop effective tax planning strategies
  • Demonstrated ability to communicate verbally and in writing
  • throughout all levels of organization, both internally and externally

  • Demonstrated leadership and supervisory ability, strong operational
  • and project management skills

    This is a full-time position with standard hours of Monday through Friday,

    8 : 00 a.m. to 5 : 00 p.m. Additional hours, including some evenings and

    weekends, will be required during peak busy seasons

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