Senior Tax Manager

Senior Tax Manager
Senior Tax Manager (Rare Opportunity)
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Stone & Company is one of the region’s fastest growing independent CPA firms. We are seeking a talented individual who has a strong accounting background, a desire to become an integral part of our professional team and wants to be successful. Join us in our Lexington, MA office for a career that will be highly rewarding and interesting, with hands-in interaction with our family of clients.

A Rare Opportunity for a Seasoned Tax Professional with experience working for a CPA firm.

Responsibilities – Ensure complete client satisfaction through open communication, managing deadlines and proactively sharing tax saving strategies. Review and file tax returns. Monitor work flow. Maintain strong interpersonal skills and ability to quickly adapt to evolving client and team needs during busier times.

Requirements – Degree in Accounting and CPA required, including 6-10 years of experience in public accounting. Must have a proven track record as a manager with supervisory experience at a public accounting firm. Strong tax research and planning skills for corporations and high net-worth individuals are expected, along with some experience with flow-through entities. Excellent interpersonal and communication skills both oral and written.

Ability to establish and maintain good client relationships. Experience with CCH Pro System Fx products a plus.

Role – Our Senior Tax Manager will lead and manage multiple tax engagements for a variety of clients in an effort to deliver high quality tax services for our clients, while also helping to improve our process to maximize business productivity and growth.

Develop, mentor, and manage staff and help them develop in a manner that enhances delivery of our tax services to clients.

Actively share knowledge as part of our internal staff development programs.

Identify opportunities to expand the scope of current engagements through identification of current client needs and target client requirements, as well as identify and pursue outside business through charitable events, business organizations, and networking. Become an active participant in networking channels.

Consult and develop a good working relationship with clients, make recommendations on business process improvement, and serve as business advisor to clients. Communicate directly with clients and partners to “get the task done”. Develop firm-wide training for tax personnel, and manage, train and mentor staff on tax related issues and engagements.

We are committed to practicing work/life balance and offer extremely competitive salary and benefit packages along with a group of genuinely pleasant professionals in a positive working environment.

The position has excellent potential for growth as our practice continues to expand.

Next Steps – We offer a very competitive salary and benefit package (including medical, dental, life & disability, and 401k match). Our team members also get paid time off and personal days, as well as a flexible work schedule. If you are interested in joining a progressive and growing firm, and have a desire for the leadership opportunity that comes with a smaller firm, we would love to talk with you.

We are happy to have a confidential discussion about the opportunity.

Job Type: Full-time, Remote/Hybrid will be considered. E-mail Rob Miller at:

Work Environment

Our work-style is representative of the firm’s values. Everyone feels connected and we always know we’re part of a larger team. Teamwork is encouraged on every level and the learning is constant. As a firm, we also encourage community involvement.

Strategies & Plans

Access to knowledgeable and experienced team members who provide their full support

Helpful links to CPA organizations and more information about the profession:
American Institute of CPAs:
https://(Use the "Apply for this Job" box below)..org

Massachusetts Institute of Certified Public Accountants:
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