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Staff Financial Group

Tax Senior Manager

Staff Financial Group, WorkFromHome

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Tax Senior Manager - Waltham, MA (Greater Boston Area)

Who: An experienced tax leader with deep expertise in corporate, partnership, and high-net-worth individual taxation.

What: Manage complex tax compliance, lead engagements, oversee staff development, and serve as the primary client contact.

When: Hiring now to support a growing market with immediate leadership needs.

Where: Boston, MA area on a hybrid schedule (2–3 days per week in office).

Why: To drive tax strategy, enhance client relationships, and contribute to a dynamic, expanding practice.

Office Environment: Fast-paced, collaborative, growth-oriented, and centered on integrity and professional development.

Salary: Competitive compensation with comprehensive benefits and performance-based incentives.

Position Overview

The Senior Tax Manager will oversee client tax engagements, lead relationship management, and identify tax planning opportunities while supporting a broad client base across multiple industries.

Key Responsibilities

  • Serve as the main point of contact for clients, managing compliance needs and anticipating tax and business issues.
  • Manage engagements and review complex individual, partnership, and entity tax returns.
  • Provide planning and compliance support for high-net-worth individuals, including estate, gift, and trust matters.
  • Lead and mentor tax staff, seniors, and managers.
  • Apply strong project management, analytical, interpersonal, and communication skills in a dynamic environment.
  • Deliver exceptional client service and help identify opportunities for value-added tax planning.

Qualifications

  • Bachelor’s degree in Accounting; Master’s preferred.
  • Active CPA license required.
  • 7+ years of public accounting experience, including at least 2 years in a managerial role.
  • Strong expertise in C- and S-Corporation, LLC, and partnership taxation.
  • Demonstrated experience with pass-through entity taxation and preferred experience in entity structuring, operating agreement review, compliance, allocations, and partner transactions.
  • Experience with complex individual and estate tax planning and compliance is a plus.

If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.

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