Tax Manager
Location:Boston or Woburn MA
Hybrid: 23Days/Week inoffice
Active CPA or EA licensedrequired
EssentialDuties:
* Provide highlevel individual trust estate gift and foundation tax complianceservices as well as estate planning advisory services
* Review individual trust estategift and foundation returns
* Review estate and trust fiduciaryaccountings
* HandleFederal and State tax notices and audits
* Research Federal State and International taxlaws prepare tax memorandums on technical topics and develop taxsavings strategies
* Manage all aspects of client accounts and foster clientrelationships
* Reviewand analyze estate planning related legal documents
* Business development includingnetworking public speaking and authoring Trust and Estate relatedarticles
* Manage othermembers of the group including monitoring their workload andtraining and assisting them
* Stay current on new tax legislation
Qualifications:
* BA/BS degree in Accounting from an accreditedcollege/university required; Masters in Taxationpreferred
* Active CPA or EA licensedrequired
* 6years progressive experience in public accountingrequired
* Extensiveexperience in Tax Advisory and Estate/Trust planning andcompliance
* Ability toestablish and maintain good client relationships
* Excellent verbal and writtencommunication skills
* Proficiency in Microsoft Office applicationsrequired
* Experiencewith reviewing fiduciary gift and estate tax returns
* Preferred experience with AxcessTax CCH ProSystem fx Engagement and BNA
* Experience with research software and memowriting required
* Mustbe able to work additional hours as needed to meet clientdeliverables