TAX SERVICES MANAGER

Compensation: $100K–$130K+ base salary (depending on experience) + Bonus
Work Model: Primarily remote, with ~1 day per week in Portsmouth, NH or Dedham, MA office
Benefits: Full benefits package | 401(k) with match | PTO, holidays, & summer Fridays | Continuing education & professional development opportunities

COMPANY

Our client is a dynamic wealth management organization dedicated to helping high-net-worth individuals, families, and businesses achieve their long-term goals. With thriving offices across New England and Michigan, they specialize in goals-based planning, fee-only portfolio management, and a rapidly expanding tax services practice.

The firm prides itself on a culture rooted in ambition, family values, and holistic success. They embrace a growth mindset and foster collaboration, accountability, and innovation—ensuring both clients and employees thrive.

POSITION OVERVIEW

You'll lead the design, implementation, and growth of the firm’s tax advisory function. This is a unique opportunity to take ownership of a growing practice, elevate client experience, and play a key role in shaping the firm’s future. As a strategic leader, you will not only manage tax preparation and compliance but also serve as a trusted advisor, integrating tax strategy with broader wealth management initiatives. You will collaborate with senior leadership to expand service offerings, develop internal capabilities, and ensure long-term scalability of the tax practice.

KEY RESPONSIBILITIES

Provide executive leadership in building and directing a comprehensive tax services division.
Oversee preparation and review of federal, state, and multi-state tax returns for individuals, trusts, and estates.
Serve as a strategic advisor to high-net-worth clients, integrating tax planning into broader financial goals.
Develop innovative tax strategies to minimize liabilities and maximize compliance.
Lead and mentor staff; instill a culture of excellence, accountability, and continuous learning.
Partner with firm leadership to align tax strategy with business growth objectives.
Represent the firm during IRS or state audits and correspondence.
Establish scalable systems, processes, and best practices to drive operational efficiency.

QUALIFICATIONS

Bachelor’s degree in Accounting, Finance, or related field (CPA, EA, or equivalent credential strongly preferred).
3+ years of progressive experience in tax preparation, planning, and advisory; wealth management or financial services experience preferred.
Proven leadership experience with the ability to build, manage, and inspire teams.
Strong technical expertise in federal and multi-state tax law, including Massachusetts and Michigan.
Exceptional communication skills with the ability to simplify complex tax concepts for clients and colleagues.
Proficiency with tax preparation software (ProSeries a plus) and Microsoft Office Suite.
Strategic, growth-minded professional with a track record of innovation and client success.

Job Type: Full-time

Pay: $110,000.00 - $140,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid sick time
Paid time off
Paid training
Parental leave
Retirement plan
Vision insurance
Work from home

Experience:

Tax: 3 years (Required)
Federal Tax: 3 years (Required)
State Tax: 3 years (Required)
Tax accounting: 3 years (Required)
Wealth management: 1 year (Preferred)

License/Certification:

CPA (Preferred)
Enrolled Agent (Preferred)

Work Location: Hybrid remote in Portsmouth, NH 03801

Tuckerman Consulting

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