Baker Newman Noyes ยท 2 months ago
Tax Manager - Private Client Services
Boston, MA
Full-time
Onsite
Senior Level
5+ years expBaker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. They are seeking a Tax Manager responsible for managing all phases of tax compliance for assigned clients and participating in firm administration and management.
ConsultingCrowdfundingFinancial ServicesInsurance
Responsibilities
Supervise staff and seniors and review their work product for completeness and accuracy
Provide timely, high quality services that meet or exceed client expectations
Develops a rapport with client personnel and the firm engagement team
Excellent project management, analytical, interpersonal, oral and written communication skills
Demonstrate advanced knowledge of tax compliance and planning at both the federal and state levels in the areas of individuals, trusts, and estates
Responsible for timely and effective explaining of tax objectives, budget information, and other relevant engagement information to staff and seniors
Researches tax issues and develops sound solutions, and comfortably discusses issues with the engagement principal and management
Monitors job progression, including budgeted versus actual hours, and provides timely updates to the principal
Uses technical expertise to develop others through training sessions, mentoring, supervision, and coaching
Provides seniors and staff with timely, honest, and constructive feedback
Seeks to identify proposal opportunities for services to existing or prospective clients, and communicates opportunities on a timely basis to firm management
Qualification
Required
Dedicated to high-caliber client service
Supervise staff and seniors and review their work product for completeness and accuracy
Provide timely, high quality services that meet or exceed client expectations
Develops a rapport with client personnel and the firm engagement team
Excellent project management, analytical, interpersonal, oral and written communication skills
Demonstrate advanced knowledge of tax compliance and planning at both the federal and state levels in the areas of individuals, trusts, and estates
Responsible for timely and effective explaining of tax objectives, budget information, and other relevant engagement information to staff and seniors
Researches tax issues and develops sound solutions, and comfortably discusses issues with the engagement principal and management
Monitors job progression, including budgeted versus actual hours, and provides timely updates to the principal
Uses technical expertise to develop others through training sessions, mentoring, supervision, and coaching
Provides seniors and staff with timely, honest, and constructive feedback
Seeks to identify proposal opportunities for services to existing or prospective clients, and communicates opportunities on a timely basis to firm management
Minimum of 5 years of experience providing tax compliance and planning services to high net worth individuals and family groups
CPA or JD (MST or LLM in Taxation a plus)
Benefits
A flexible paid time off program, 5 sick days, 11 paid holidays
6-week paid parental leave
Health, Dental, Pet, Vision, Disability and Life Insurances
401(k) Plan with company match
Profit Sharing Plan
Business-casual office environment
Company
Baker Newman Noyes
Baker Newman Noyes is an accounting company that specializes in accounting and advisory services.
201-500 employees
H1B Sponsorship
Baker Newman Noyes has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (2)
Funding
Current Stage
Growth StageLeadership Team
David Lawler
Managing Director of Technology Advisory Services
T
Travis Hersom
Chief Information Officer
Recent News
2025-08-25
2025-08-06
Company data provided by crunchbase