Tax Manager - KBW Financial

KBW Financial
Stoneham, Massachusetts, US
Permanent

A growing CPA firm located in Stoneham, MA is active in their search for a permanent Tax Manager. Reporting into a Partner, the Tax Manager will lead and manage multiple tax engagements while being committed to growing / developing the existing accounting team.

Responsibilities of the 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 For additional information, please forward a copy of your resume and contact information in Word Document form to Merry Doyle at [email protected]#LI-MD1

5 hours ago
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