Tax Manager

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Walter Shuffain is a top 200 IPA firm and continues to grow. We seek an enthusiastic and professional Tax Manager who will lead and manage multiple tax engagements with a high level of commitment to the growth and development of our team.

Essential Functions

• Oversee multiple client engagements;
Technical planning and advising of clients that include private entities (including C-Corp, S-Corp, Trusts, and Partnerships) as well as high‑profile individuals/families

• Develop and maintain excellent client relationships through superior customer service

• Serve as the primary client contact on all related matters and directly interact with client owners and senior team members

• Recognize and resolve potential or existing problems with appropriate research and consulting on tax services performed

• Consulting, working with, and servicing client base to make recommendations on business improvement and process improvement and serve as a business advisor to clients

• Thorough knowledge and exposure to issues which include but are not limited to mergers and acquisitions, entrepreneurship, funding requirements, growth objectives and exit strategies

• Assist in the development and execution of department’s various training programs

• Set and monitor budgets, assist with staff scheduling and workload assignments

• Prepare client billings timely and direct and assist with collection efforts

• Establish and conduct formal training seminars for staff members

• Think proactively and have involvement in practice development opportunities that cross‑sell to existing clients as well as new clients

• Participate in recruitment events, employee performance management, training support, and business development opportunities

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

Education, Skills And Experience

• BS or MS in Accounting or Tax

• 6 years of experience within a Public Accounting firm as a Tax Manager

• Ability to lead and manage a team of tax professionals

• Ability to meet challenging client requirements, provide excellent interpersonal, oral and written communication skills, analytical and research capabilities

• Strong knowledge of Tax laws and able to communicate to shareholders

• Ability to exercise independent judgment and make sound decisions and recommendations in client related matters pertaining to tax returns

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Accounting/Auditing and Finance

Industries

Accounting

Waltham, MA $‑$ (5 days ago)

Greater Boston $‑$ (4 days ago)

Norfolk County, MA $‑$ (4 days ago)

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