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Private Client Tax Manager
Job in
Burlington, Middlesex County, Massachusetts, 01805, USA
Listed on 2026-02-12
Listing for:
Insite US
Full Time
position Listed on 2026-02-12
Job specializations:
-
Accounting
Tax Manager, Tax Advisor, Tax Accountant, Public Accounting -
Finance & Banking
Tax Manager, Tax Advisor, Tax Accountant
Job Description & How to Apply Below
your next career move as a Tax Manager with a Top 100 regional public accounting firm! If you're a CPA with a passion for Tax and Private Client Services, this is the role to maximise your impact and professional growth.
Join a collaborative, award-winning culture, their thriving team of 350+ professionals specialises in Private Client Services, Tax, and CPA careers with offices across New England. Offering flexible hybrid schedules, “Summer Fridays,” and a transparent path for leadership development in Tax and Private Client practices.
Responsibilities- Provide hands‑on Tax and consulting services to high‑net‑worth clients, families, and privately held entities, including C‑Corps, S‑Corps, partnerships, and trusts.
- Lead multiple Private Client engagements and review estate, gift, and fiduciary Tax filings (Forms 706, 709, 1041).
- Coach your team of CPAs and Tax professionals, acting as a trusted advisor and Private Client role model.
- Deliver tailored Tax strategies and planning solutions to every unique Private Client profile.
- Ensure accurate and timely Tax filing while representing clients for federal and state Tax and audit issues.
- CPA with Bachelor’s or Master’s in Accounting or Tax.
- 6+ years' Tax experience in public accounting, focused on Private Client and high‑net‑worth individuals.
- Demonstrated Private Client, CPA, and Tax technical expertise.
- Exceptional communicator and strategic thinker, capable of managing multiple Private Client engagements.
Mid‑Senior level
Employment TypeFull‑time
Job FunctionAccounting/Auditing
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