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Baker Newman Noyes LLC

Tax Manager - Private Client Services

Baker Newman Noyes LLC, Boston, Massachusetts, us, 02298

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Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for our employees, clients, and communities. We provide expert accounting and advisory services across several industries. With offices in Maine, Massachusetts, and New Hampshire, BNN has a reputation for teamwork, collaboration, and client excellence throughout New England and beyond. BNN’s culture champions career advancement, mentorship, community involvement, and exceptionally responsive client service.

About the Position If you're looking for a rewarding opportunity in a professional atmosphere with immense positivity, incredible talent, and exciting potential, then Baker Newman Noyes is the place for you. Tax Managers are responsible for the management of all phases of tax compliance for assigned clients in a variety of industries. Managers participate in firm administration and management, including staff and firm development.

Competencies and Position Requirements

Dedicated to high-caliber client service

Supervise staff and seniors and review their work product for completeness and accuracy

Provide timely, high quality services that meet or exceed client expectations

Develops a rapport with client personnel and the firm engagement team

Excellent project management, analytical, interpersonal, oral and written communication skills

Demonstrate advanced knowledge of tax compliance and planning at both the federal and state levels in the areas of individuals, trusts, and estates.

Responsible for timely and effective explaining of tax objectives, budget information, and other relevant engagement information to staff and seniors.

Researches tax issues and develops sound solutions, and comfortably discusses issues with the engagement principal and management

Monitors job progression, including budgeted versus actual hours, and provides timely updates to the principal

Uses technical expertise to develop others through training sessions, mentoring, supervision, and coaching

Provides seniors and staff with timely, honest, and constructive feedback

Seeks to identify proposal opportunities for services to existing or prospective clients, and communicates opportunities on a timely basis to firm management

Education and Experience

Minimum of 5 years of experience providing tax compliance and planning services to high net worth individuals and family groups

CPA or JD (MST or LLM in Taxation a plus)

Ability to work a flexible schedule based on business needs

Supportive and collaborative culture

BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including:

A flexible paid time off program, 5 sick days, 11 paid holidays

6-week paid parental leave

Health, Dental, Pet, Vision, Disability and Life Insurances

401(k) Plan with company match

Profit Sharing Plan

Business-casual office environment

Baker Newman Noyes is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity and expression, national origin, age, disability, genetic information, veteran status, marital status, or any other protected characteristic under applicable law.

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