Location: Boston Area, MA
About the FirmWe are a well-established public accounting and business advisory firm known for delivering highly personalized service and going beyond compliance to help clients succeed. Our focus is on the bigger picture--minimizing tax liability, planning strategically, and supporting long-term financial growth.
Our client base includes individuals, closely held businesses, nonprofits, and corporations, with a strong concentration of high-net-worth (HNW) clients. Annually, we handle approximately 600 individual tax returns, with roughly 450 tied to S-Corporations and Partnerships. While about 20% of these engagements are more straightforward, the majority involve complex tax situations including capital gains, investment activity, asset structures, and Schedule C businesses.
We pride ourselves on maintaining a collaborative, supportive, and down-to-earth culture where team members are valued and have a visible impact. As a smaller firm, we offer the opportunity to work closely with leadership and play a meaningful role in both client service and internal operations.
The Opportunity: Tax Manager (Review-Focused)We are seeking an experienced Tax Manager to take ownership of the tax review process and help drive efficiency, quality, and consistency across our deliverables.
This is a hands-on, technical leadership role focused on reviewing returns, working closely with staff, and ensuring work moves smoothly through the pipeline. You will review approximately half of the firm's individual return volume, enabling the principal partner to focus on business development and client relationship management.
This role is ideal for someone who enjoys deep technical work, mentoring through review, and improving workflow--without needing to directly manage people.
Key ResponsibilitiesTax Review & Oversight
Review individual, S-Corp, and partnership tax returns for accuracy, completeness, and complianceHandle a portfolio of primarily complex, HNW client returnsQuality Control & Process Management
Ensure all work meets firm standards and current tax regulationsIdentify issues, recommend corrections, and maintain consistency across deliverablesWorkflow Coordination
Help manage the flow of returns through the review process to ensure timely deliveryPartner with preparers to keep engagements moving efficientlyStaff Development (Through Review)
Provide clear, constructive feedback to staff on their workAct as a technical resource and help elevate overall team qualityClient Collaboration
Support client interactions as needed, particularly around technical matters and planning insightsContribute to proactive tax strategy discussionsWhat We're Looking ForStrong experience reviewing individual, partnership, and S-Corp tax returnsDeep technical knowledge, especially with complex HNW tax scenariosAbility to efficiently review high volumes while maintaining accuracyStrong attention to detail and problem-solving mindsetClear communicator who can provide actionable feedback to staffCollaborative, team-oriented approachImportant Note:
This is not a traditional people management role. We are looking for someone who excels at owning the review function and improving output, rather than directly managing staff.
Compensation & BenefitsCompetitive salary based on experience and qualificationsComprehensive health benefits401(k) with immediate vesting and employer matchGenerous PTO and sick timeOngoing professional development and clear growth opportunitiesWhy This Role Stands OutHigh-impact position with direct influence on firm operationsExposure to complex, high-net-worth client workClose collaboration with firm leadershipOpportunity to shape and improve the review process and workflowReady to Join?If you're a technically strong tax professional who enjoys reviewing, refining, and elevating the work of a team--and wants to play a key role in delivering high-quality client outcomes--we'd love to connect.
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