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- Tasks: Join a dynamic team to prepare and review complex tax returns and provide tailored tax strategies.
- Company: A growing CPA firm in Wellesley, MA, focused on exceptional client service for high-net-worth individuals.
- Benefits: Enjoy remote flexibility, competitive salary, medical insurance, tuition assistance, and paid parental leave.
- Why this job: Experience better work/life balance and a supportive, collaborative environment that values quality over quantity.
- Qualifications: Bachelor's degree in Accounting and CPA required, with 6+ years of public accounting experience.
- Other info: Opportunity to mentor staff and lead client relationships while staying updated on tax law developments.
The predicted salary is between 72000 - 120000 ÂŁ per year.
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Tax Manager – Wellesley, MA (Hybrid/Remote Flex – New England-Based)
Our client, a well-established and growing CPA firm based in Wellesley, Massachusetts , is seeking a Tax Manager to join its high-performing team. This firm specializes in tax preparation and consulting for high-net-worth individuals , closely held businesses , entrepreneurs , and nonprofit organizations , with a strong emphasis on exceptional client service and long-term relationships.
Why This Firm?
- Offers better work/life balance than most tax firms — with 35–40 hour weeks outside of tax season
- During tax season (Feb–April), hours peak at 55–60 per week
- Remote flexibility : Candidates based in New England may work mostly remotely, with occasional in-office presence (approx. once/month)
- Prepare and review complex individual, partnership, fiduciary, and corporate tax returns
- Provide tailored tax planning strategies to high-net-worth individuals and closely held businesses
- Conduct technical research and clearly communicate tax conclusions
- Deliver proactive and innovative advisory services to clients
- Lead client relationships with a focus on communication and trust
- Supervise and mentor staff, managing workflows and deliverables
- Collaborate with other managers and partners for seamless engagement execution
- Stay up to date with tax law developments and participate in ongoing professional education
- Contribute to a positive, team-oriented work environment
Qualifications
- Bachelor\’s degree in Accounting; CPA required
- 6+ years of experience in public accounting or a tax consulting firm
- In-depth knowledge of federal and state tax regulations
- Strong technical tax, analytical, and problem-solving skills
- Experience with CCH ProSystem fx , QuickBooks , and Microsoft Office preferred
- Excellent verbal and written communication skills
- Proven ability to manage projects, meet deadlines, and deliver high-quality client service
You’re detail-oriented, highly organized, and thrive in a collaborative, client-first environment. You value relationships, appreciate autonomy, and want to be part of a firm that prioritizes quality over volume and balance over burnout.
Interested in learning more? Apply today or reach out confidentially for a conversation.
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Accounting/Auditing
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Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
Tuition assistance
Disability insurance
Student loan assistance
Paid paternity leave
Child care support
Paid maternity leave
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Tax Manager employer: firstPRO, Inc
Contact Detail:
firstPRO, Inc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Manager
✨Tip Number 1
Network with professionals in the tax field, especially those who work at CPA firms. Attend local accounting events or webinars to connect with potential colleagues and learn more about the firm's culture.
✨Tip Number 2
Familiarise yourself with the latest tax laws and regulations, particularly those relevant to high-net-worth individuals and closely held businesses. This knowledge will not only boost your confidence but also demonstrate your commitment to staying current in the field.
✨Tip Number 3
Prepare to discuss your experience with tax software like CCH ProSystem fx and QuickBooks during any informal conversations or interviews. Highlight specific projects where you successfully used these tools to enhance client service.
✨Tip Number 4
Showcase your leadership skills by sharing examples of how you've mentored staff or led teams in previous roles. This is crucial for a Tax Manager position, as the firm values collaboration and team-oriented environments.
We think you need these skills to ace Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in tax preparation and consulting, especially with high-net-worth individuals and closely held businesses. Use specific examples to demonstrate your expertise in federal and state tax regulations.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention how your values align with their emphasis on exceptional client service and long-term relationships. Be sure to include your experience in managing projects and mentoring staff.
Showcase Technical Skills: Clearly outline your technical skills, particularly your experience with CCH ProSystem fx, QuickBooks, and Microsoft Office. Provide examples of how you've used these tools to deliver high-quality client service and manage workflows.
Highlight Communication Abilities: Since excellent verbal and written communication skills are crucial for this role, include examples of how you've successfully communicated complex tax concepts to clients or team members. This will demonstrate your ability to build trust and lead client relationships.
How to prepare for a job interview at firstPRO, Inc
✨Know Your Tax Regulations
Make sure you're well-versed in both federal and state tax regulations. Brush up on any recent changes or developments in tax law, as this will demonstrate your commitment to staying current in the field.
✨Showcase Your Client Relationship Skills
Since the firm emphasises exceptional client service, be prepared to discuss how you've built and maintained strong relationships with clients in the past. Share specific examples of how you've communicated effectively and earned their trust.
✨Demonstrate Leadership Experience
As a Tax Manager, you'll be expected to supervise and mentor staff. Highlight your previous leadership roles and how you've successfully managed workflows and deliverables within a team setting.
✨Prepare for Technical Questions
Expect to face technical questions related to tax preparation and planning strategies. Be ready to discuss complex tax scenarios and how you would approach them, showcasing your analytical and problem-solving skills.
