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Baker Newman Noyes · 1 day ago

Tax Manager - Private Client Services

Portland, Maine Metropolitan Area

Full-time

Hybrid

Senior Level

7+ years exp

Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S., recognized for superior client service. The Tax Senior Manager will manage all phases of tax compliance for assigned clients, review various tax returns, and participate in firm administration and management.

ConsultingCrowdfundingFinancial ServicesInsurance

Growth Opportunities

H1B Sponsor Likely

Hiring Manager

Shelli Horton

Responsibilities

Responsible for the management of all phases of tax compliance for assigned clients in a variety of industries

Responsible for reviewing federal and state individual income tax returns, fiduciary income tax returns, gift tax returns, and estate tax returns

Participate in firm administration and management, including staff and firm development

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

Tax compliance expertiseCPAJDAnalytical skillsProject managementInterpersonal skillsOral communicationWritten communicationMentoring

Required

Minimum of 7 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)

Dedicated to high-caliber client service