Senior Tax Manager at KBW Financial

A large, regional CPA firm located in Boston, MA is active in their search for a permanent Senior Tax Manager. Reporting into a Partner, the Senior Tax Manager will lead and manage multiple tax engagements while being committed to growing/ developing the existing accounting team. This Senior tax Manager role will require someone to be on-site at least two days per week (non-negotiable). 

Responsibilities of the Senior Tax Manager include:

• Supervise multiple client engagements, providing technical planning and guidance to a diverse client base encompassing private entities such as C-Corps, S-Corps, Trusts, Partnerships, and high-profile individuals/families.
• Cultivate and uphold strong client relationships by delivering exceptional customer service.
• Act as the primary point of contact for clients, engaging directly with client owners and senior team members to address their needs effectively.
• Identify and resolve potential or existing issues by conducting thorough research and offering consultancy services on tax-related matters.
• Collaborate with and advise clients on business and process improvement initiatives, serving as a trusted business advisor.
• Demonstrate comprehensive understanding and exposure to various issues, including mergers and acquisitions, entrepreneurship, funding requirements, growth objectives, and exit strategies.
• Contribute to the development and implementation of departmental training programs.
• Establish and oversee budgets, assist with staff scheduling and workload distribution.
• Prepare client invoices in a timely manner and provide support in collection efforts.
• Conduct formal training seminars for staff members to enhance their skills and knowledge.
• Proactively engage in practice development opportunities, including cross-selling services to existing and potential clients.
• Participate in recruitment events, support employee performance management, offer training assistance, and explore business development prospects.
• Foster enduring relationships with clients, tailoring services to meet their unique needs, particularly those of complex clients.

Qualifications:

• BS or MS in Accounting or Tax 
• 5+ years of experience within public accounting 
• Ability to lead and manage a team of tax professionals on engagements 
• Strong knowledge of tax laws with the ability to communicate to shareholders