Tax Manager - Private Client Services
Baker Newman Noyes, Portland, ME, United States
About Us
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
Develop 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
Research tax issues and develop sound solutions, and comfortably discuss issues with the engagement principal and management
Monitor job progression, including budgeted versus actual hours, and provide timely updates to the principal
Use technical expertise to develop others through training sessions, mentoring, supervision, and coaching
Provide seniors and staff with timely, honest, and constructive feedback
Seek to identify proposal opportunities for services to existing or prospective clients, and communicate opportunities on a timely basis to firm management
Education and Experience
5 or more 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)
Work Environment
Minimal travel required
Ability to work a flexible schedule based on business needs
Hybrid work option
Supportive and collaborative culture
Benefits 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
The expected salary range for candidates in the Massachusetts market is $106,057 - $159,140 annually, depending on experience and qualifications.
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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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
Develop 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
Research tax issues and develop sound solutions, and comfortably discuss issues with the engagement principal and management
Monitor job progression, including budgeted versus actual hours, and provide timely updates to the principal
Use technical expertise to develop others through training sessions, mentoring, supervision, and coaching
Provide seniors and staff with timely, honest, and constructive feedback
Seek to identify proposal opportunities for services to existing or prospective clients, and communicate opportunities on a timely basis to firm management
Education and Experience
5 or more 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)
Work Environment
Minimal travel required
Ability to work a flexible schedule based on business needs
Hybrid work option
Supportive and collaborative culture
Benefits 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
The expected salary range for candidates in the Massachusetts market is $106,057 - $159,140 annually, depending on experience and qualifications.
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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