Tax Manager – Investment Management – Boston, MA

We are currently seeking candidates for a Tax Manager position with an independent investment management firm serving high-net-worth individuals, families and institutions. The Tax Manager will be responsible for tax, estate planning, and consulting services. Drafting and implementing simple and complex estate planning documents and providing wealth management services to our clients through affiliated legal and regulated investment companies. The Tax Manager will have (5+) years of experience within a public accounting firm or an investment manager. 

This is a full time position that will pay up to 150K on a base, plus a 15% Bonus.

Perks:

  • Opportunity is open due to growth
  • Growing team, within a year have brought on a substantial amount of clients
  • Outstanding benefits
  • Flexibility
  • Great company culture

Experience:

  • 5 to 10 years of prior experience with individual and business clients
  • Preparation and review of individual, partnership, trusts, corporate and gift and estate tax returns
  • Supervisory experience in managing seniors and associates and managing a client practice
  • Working with tax processing systems, billing systems, Excel, Word, Visio and Teams

Responsibilities:

  • Manage, plan and supervise multiple engagements which include consulting, compliance, and tax and estate planning services
  • Assist with and manage federal and state audits and notifications
  • Promote new ideas and innovative planning opportunities to clients
  • Manage client communications and relationships
  • Participate and actively contribute to new business development activities

Requirements:

  • BS in Accounting or equivalent required, MS in Taxation or JD preferred
  • CPA certification, licensed to practice law by state Bar Association or Enrolled Agent certification is a plus
  • Proven demonstration of tax compliance and consulting experience across a broad range of entity types
  • Proficiency with tax processing software
  • Be able to effectively organize, prioritize and manage multiple engagements under tight deadlines
  • Excellent analytical, supervisory, organizational, and written and verbal communications skills

If interested in learning more about this opportunity, please E-Mail Vincenzo at vkulturides@daleyaa.com 

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