Tax Manager jobs in United States
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KBW Financial Staffing & Recruiting · 5 hours ago

Tax Manager

positionWellesley, MA
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$100K/yr - $150K/yr
date6+ years exp

KBW Financial Staffing & Recruiting is a boutique CPA firm that values collaboration and offers a flexible hybrid schedule. The Tax Manager will take ownership of client relationships, manage complex tax returns, supervise staff, and contribute to process improvements while maintaining a work-life balance.

CrowdfundingFinancial ServicesHuman Resources
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Growth Opportunities

Responsibilities

Review and manage complex individual, corporate, partnership, and fiduciary returns
Provide proactive planning and consultative support to business owners and high-net-worth clients
Supervise, mentor, and develop staff; review work to ensure technical accuracy and growth
Research complex tax issues and stay current on regulatory changes
Communicate directly with clients and build long-term, trusted relationships
Contribute to workflow management, process improvements, and team-wide best practices

Qualification

CPAEATaxation expertiseClient relationship skillsPublic accounting experienceTax prep platformsMentoring skillsCommunication skills

Required

CPA or EA preferred
6+ years of public accounting tax experience, including return review
Strong technical expertise in individual, partnership, and corporate taxation
Confident communicator with proven client relationship skills
Experience leading and mentoring staff
Proficiency with common tax prep platforms (UltraTax, ProSystem, Lacerte, or similar)

Benefits

Hybrid schedule with the flexibility to work remotely several days per week
Supportive, team-oriented culture with no “big firm” politics
Diverse and interesting client base — no monotony, no siloed work
Reasonable hours and a real commitment to work/life balance
Clear opportunities to grow into senior leadership or a partner-track role

Company

KBW Financial Staffing & Recruiting

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KBW Financial Staffing & Recruiting is a staffing and recruiting company providing accounting and financial placement services. It is a sub-organization of BANKW Staffing.
dateFounded in 2005
location
Bedford, New Hampshire, USA
people-size11-50 employees
web-link
https://www.kbwfinancial.com/

Funding

Current Stage
Early Stage

Leadership Team

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Jason Alexander
Chief Revenue Officer (CRO)
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Matt Nagler
Managing Partner
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Company data provided by crunchbase