Tax Manager

Overview

This is a rare opportunity to step into a boutique, high-impact tax environment where client relationships matter, quality work is valued, and flexibility is real—not just a buzzword.

The firm supports high-net-worth individuals, families, closely held businesses, and family-office-style engagements
, offering deep advisory work rather than high-volume compliance. The team is intentionally lean, collaborative, and professional, with minimal bureaucracy and a genuine focus on balance.

Remote is fully supported. Candidates located near Greater Boston may opt into a light in-office presence (1–2 days per week) if desired.

• Review and manage complex individual, partnership, corporate, and fiduciary tax returns
• Provide proactive tax planning and consultative guidance to high-net-worth clients and business owners
• Serve as a primary client contact, building long-term, trusted advisory relationships
• Supervise, review, and mentor tax staff, ensuring both technical accuracy and professional development
• Research and resolve complex tax issues; stay current on evolving tax regulations
• Contribute to workflow management, process improvement, and best-practice development across the team

• CPA or EA preferred
• 6+ years of public accounting tax experience
  , including return review
• Strong technical foundation across individual, partnership, and corporate taxation
• Experience working with high-net-worth individuals and complex client structures
• Proven ability to lead, mentor, and review staff work
• Confident communicator with strong client-facing skills
• Familiarity with common tax platforms such as Ultra Tax, Pro System fx, Lacerte, or similar

• Remote-first flexibility with optional hybrid setup for local candidates
• Boutique environment with direct access to leadership and decision-making
• Diverse, interesting client work—no assembly-line tax prep
• Reasonable hours and a genuine commitment to work/life balance
• Supportive, low-ego culture with minimal politics
• Clear growth path into senior leadership over time

• Base salary range: $130,000 – $150,000
  , depending on experience
• Bonus eligibility and comprehensive benefits package
• Compensation represents a good-faith estimate based on market data and the firm’s budgeted range; final offers are determined by experience, education, and qualifications