Tax Manager (Review-Focused)

Join Our Team as a Tax Manager (Review-Focused)

Location: Boston Area, MA

About the Firm

We 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 Responsibilities

Tax Review & Oversight

• Review individual, S-Corp, and partnership tax returns for accuracy, completeness, and compliance
• Handle a portfolio of primarily complex, HNW client returns

Quality Control & Process Management

• Ensure all work meets firm standards and current tax regulations
• Identify issues, recommend corrections, and maintain consistency across deliverables

Workflow Coordination

• Help manage the flow of returns through the review process to ensure timely delivery
• Partner with preparers to keep engagements moving efficiently

Staff Development (Through Review)

• Provide clear, constructive feedback to staff on their work
• Act as a technical resource and help elevate overall team quality

Client Collaboration

• Support client interactions as needed, particularly around technical matters and planning insights
• Contribute to proactive tax strategy discussions

What We're Looking For

• Strong experience reviewing individual, partnership, and S-Corp tax returns
• Deep technical knowledge, especially with complex HNW tax scenarios
• Ability to efficiently review high volumes while maintaining accuracy
• Strong attention to detail and problem-solving mindset
• Clear communicator who can provide actionable feedback to staff
• Collaborative, team-oriented approach

Important 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 & Benefits

• Competitive salary based on experience and qualifications
• Comprehensive health benefits
• 401(k) with immediate vesting and employer match
• Generous PTO and sick time
• Ongoing professional development and clear growth opportunities

Why This Role Stands Out

• High-impact position with direct influence on firm operations
• Exposure to complex, high-net-worth client work
• Close collaboration with firm leadership
• Opportunity to shape and improve the review process and workflow

Ready 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.