Apply on Employer Site

Walter Shuffain · 7 hours ago

Tax Manager

Boston, MA

Full-time

Onsite

Senior Level

6+ years exp

Walter Shuffain is a top 200 IPA firm and continues to grow. They are seeking an enthusiastic and professional Tax Manager who will lead and manage multiple tax engagements while fostering the development of their team. The role involves overseeing client engagements, providing tax consulting, and building strong client relationships.

ConsultingReal Estate

Growth Opportunities

Responsibilities

Oversee multiple client engagements; Technical planning and advising of clients that include private entities (including C-Corp, S-Corp, Trusts, and Partnerships) as well as high-profile individuals/families

Develop and maintain excellent client relationships through superior customer service

Serve as the primary client contact on all related matters and directly interact with client owners and senior team members

Recognize and resolve potential or existing problems with appropriate research and consulting on tax services performed

Consulting, working with, and servicing client base to make recommendations on business improvement and process improvement and serve as a business advisor to clients

Thorough knowledge and exposure to issues which include but are not limited to mergers and acquisitions, entrepreneurship, funding requirements, growth objectives and exit strategies

Assist in the development and execution of department’s various training programs

Set and monitor budgets, assist with staff scheduling and workload assignments

Prepare client billings timely and direct and assist with collection efforts

Establish and conduct formal training seminars for staff members

Think proactively and have involvement in practice development opportunities that cross sell to existing clients as well as new clients

Participate in recruitment events, employee performance management, training support, and business development opportunities

Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service to our complex clients

Qualification

Tax lawsPublic Accounting experienceTeam leadershipClient relationship managementAnalytical skillsResearch capabilitiesIndependent judgmentInterpersonal skillsOral communicationWritten communication

Required

BS or MS in Accounting or Tax

6 years of experience within a Public Accounting firm as a Tax Manager

Ability to lead and manage a team of tax professionals

Ability to meet challenging client requirements, provide excellent interpersonal, oral and written communication skills, analytical and research capabilities

Strong knowledge of Tax laws and able to communicate to shareholders

Ability to exercise independent judgment and make sound decisions and recommendations in client related matters pertaining to tax returns