Daley And Associates, LLC · 3 hours ago
Tax Manager/Senior Manager
Boston, MA
Full-time
Onsite
Senior Level
$125K/yr - $250K/yr
5+ years expDaley And Associates, LLC is a Medium Sized CPA Firm located just South of Boston, seeking a Tax Manager/Senior Tax Manager to join their team. The role involves coordinating tax department activities, managing staff deliverables, and providing quality tax services to clients.
BankingConsultingFinancial ServicesHuman ResourcesInsurance
Responsibilities
Primary responsibility is to coordinate the activities of the tax department and render quality tax services to clients
Review and manage staff deliverables including tax returns, extensions, tax planning calculations, and write-up work for all entity types (C-Corp, S-Corp, Partnership, Non-Profit, gift, multi state)
Prepare and review complex tax planning projections for individual and corporate clients
Manage and monitor client deliverables and due dates
Review complex U.S. and multi-state income tax returns for business entities, including consolidated and non-consolidated C-corporations, S-Corporations, Partnerships, Fiduciary, and Non-Profit Organizations
Review complex U.S. and state individual income, gift tax, and estate tax returns
Conduct and review complex tax research and prepare memorandum outlining findings and conclusions. ? Respond to IRS and state agency audits, inquiries, and tax notices. Handles federal, state and local tax audits
Delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed
Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
Assist with business development efforts, including but not limited to, meeting with prospective clients, preparing fee quotes and proposals, and evaluating clients’ needs
Lead department in knowledge of software, processes, and workflows
Responsible for employee training for new hires and ongoing evaluation of tax staff
Engage in consulting and special projects as requested by management and clients
Takes direction and reports to senior management of the firm of the tax department
Qualification
Required
5-15 plus years of current tax experience within a public accounting firm with demonstrated supervisory experience
Tax audit experience
Ability to meet challenging client requirements and provide exceptional service as well
Detail oriented with ability to multi-task
Well rounded in dealing with high net worth individuals and business
Preferred
BA/BS degree from an accredited college/university and licensed CPA/EA preferred
Masters degree in taxation preferred
Foreign tax experience preferred
Strong computer skills: proficiency preferred in ProSystem and BNA
Benefits
Bonus
Company
Daley And Associates, LLC
Daley and Associates is a boutique executive search and contract staffing firm specializing in the placement of Accounting, Finance, Information Technology, Legal, Administrative and Life Sciences professionals.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christyn Thatcher
CFO/COO
Hank Phillips
Principal & COO
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