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
