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Lee & Crowley, LLC

Tax Director

Lee & Crowley, LLC, Boston

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Lee & Crowley, LLC is a boutique full-service assurance, tax, and business advisory firm founded in 2017 and we are expanding our team to deal with the rapid growth we have experienced over the past few years. Lee & Crowley has been ranked one of the Fastest Growing Companies in Boston for the past four years by the Boston Business Journal and have been on the Inc. 5000 list of the 5,000 fastest growing private companies in America for the past three years. Our clients come to us not just for regulatory compliance, but as trusted advisors to help them tackle their most difficult challenges. Our daily work is a mix of both accounting related tasks and advisory work to help our clients grow their businesses and make sound decisions based on not just historical data, but also forward-looking insights. Leveraging your expertise in tax matters & client relations, you’ll manage a national client list, delivering superior service. As their trusted advisor, you’ll tackle complex tax issues, craft strategic solutions, and offer risk management guidance. Your forward-thinking mindset will enhance service delivery, ensuring innovation remains at the forefront.

Lee & Crowley, LLC is a boutique full-service assurance, tax, and business advisory firm founded in 2017 and we are expanding our team to deal with the rapid growth we have experienced over the past few years. Lee & Crowley has been ranked one of the Fastest Growing Companies in Boston for the past four years by the Boston Business Journal and have been on the Inc. 5000 list of the 5,000 fastest growing private companies in America for the past three years. Our clients come to us not just for regulatory compliance, but as trusted advisors to help them tackle their most difficult challenges. Our daily work is a mix of both accounting related tasks and advisory work to help our clients grow their businesses and make sound decisions based on not just historical data, but also forward-looking insights. Leveraging your expertise in tax matters & client relations, you’ll manage a national client list, delivering superior service. As their trusted advisor, you’ll tackle complex tax issues, craft strategic solutions, and offer risk management guidance. Your forward-thinking mindset will enhance service delivery, ensuring innovation remains at the forefront.

Responsibilities include, but are not limited to:
  • Manage client portfolio, consistently delivering high-quality service.
  • Ensure accuracy and compliance of the preparation, review, and timely filing of all tax forms.
  • Provide tax provision preparation, review, and support service to clients on complex engagements.
  • Enhance efficiency across project initiatives.
  • Contribute to team empowerment & professional development by providing mentorship and supportive guidance.
  • Stay up-to-date with tax regulations, conduct diligent research, and provide consultation on intricate tax matters.
  • Contribute to business development and departmental efficiency enhancements.
Education/Skills/Experience:
  • CPA certification required, MST preferred
  • 10+ years of public accounting experience.
  • Experience directly managing and interacting with clients through a variety of channels
  • Attention to detail
  • Proficiency with tax preparation and accounting software
  • Advanced knowledge of applicable accounting software, QuickBooks, CCH Axcess, Engagement, XCM workflow.
  • Substantial knowledge of 1040, 1041, Partnerships, S-Corps, and 1099
  • Experience in individual clients, high net worth individuals, trust & estates, state tax, and pensions
  • Good at meeting deadlines and solving problems
  • Exceptional client service along with the ability to develop and maintain excellent client relationships
  • Strong leadership and personnel management skills
What We Offer

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

  • Unlimited PTO
  • Medical, Dental, and Vision Insurance Options
  • 401(k) Matching
  • Performance Bonus
  • Commitment to Professional Development

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.

Seniority level

  • Seniority level

    Director

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Accounting/Auditing and Finance

  • Industries

    Accounting

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