We are seeking a customer-facing, career-oriented Tax Manager for our regional CPA firm’s High Net Worth Client team, located near Quincy, MA.
Responsible for working closely with clients to provide tax planning, consulting, and compliance services. Specializing in individuals and their businesses, trusts and generational tax compliance planning and helping to grow this department of the firm.
Must have excellent communication, interpersonal skills and be able to work directly with clients and prospective clients in business development efforts.conduct complex tax researchprojects, bein reviewing relevant return types including: high net worth individuals, trusts & estates and related business entity returns.Must be able to work remotely and travel as needed.
Minimum of a Bachelor’s degree in Accounting and an active CPA license is required.Master’s degree is a plus.A minimum of five years of recent public tax experience working with high net worth clients is required.
Competitive salary and benefits package.Local candidates only.No relocation.Must be authorized to work for any employer in the United States without sponsorship, now and in the future.
Please email your resume to firstname.lastname@example.org. Candidates are never charged a fee and all resumes are kept in confidence.
Calm Water Business Partner, LLC