Tax Manager/Director (Wellesley Hills)
firstPRO, Inc, Wellesley Hills, MA, United States
Tax Manager / Director
Wellesley, MA | Hybrid Flexibility Available
Join a Growing, Client-Focused Tax Practice
A well-established and expanding tax advisory firm based. With a collaborative team of 12 professionals, the firm provides high-touch tax and consulting services to high-net-worth individuals, families, closely held businesses, entrepreneurs, and nonprofit organizations.
This is an excellent opportunity for a driven tax professional to step into a
high-impact Manager or Director-level role , working directly with clients and leadership while helping shape the continued growth of the firm.
What You’ll Do
Prepare and review complex tax returns (individual, partnership, fiduciary, and corporate)
Lead tax planning initiatives for high-net-worth individuals and closely held businesses
Research complex tax issues and deliver clear, well-supported recommendations
Provide proactive, strategic tax planning and consulting solutions
Build and maintain strong client relationships as a trusted advisor
Manage engagements from start to finish, including oversight of staff and deliverables
Collaborate with partners and leadership on client strategy and firm initiatives
Contribute to a positive, team-oriented culture and mentor junior staff
Stay current on tax regulations and actively participate in professional development
What We’re Looking For
CPA required with a Bachelor’s degree in Accounting or related field
6+ years of experience in a public accounting or tax consulting environment
Strong technical knowledge of federal and state tax regulations
Experience working with high-net-worth individuals and closely held businesses
Proficiency in Microsoft Office and QuickBooks (CCH ProSystem fx a plus)
Excellent analytical, organizational, and project management skills
Strong attention to detail and ability to manage multiple priorities
Clear and professional communication skills, both written and verbal
A client-first mindset with a proactive, solutions-oriented approach
If you’re looking to take the next step in your tax career within a dynamic and growing firm, lets connect with this role.
Wellesley, MA | Hybrid Flexibility Available
Join a Growing, Client-Focused Tax Practice
A well-established and expanding tax advisory firm based. With a collaborative team of 12 professionals, the firm provides high-touch tax and consulting services to high-net-worth individuals, families, closely held businesses, entrepreneurs, and nonprofit organizations.
This is an excellent opportunity for a driven tax professional to step into a
high-impact Manager or Director-level role , working directly with clients and leadership while helping shape the continued growth of the firm.
What You’ll Do
Prepare and review complex tax returns (individual, partnership, fiduciary, and corporate)
Lead tax planning initiatives for high-net-worth individuals and closely held businesses
Research complex tax issues and deliver clear, well-supported recommendations
Provide proactive, strategic tax planning and consulting solutions
Build and maintain strong client relationships as a trusted advisor
Manage engagements from start to finish, including oversight of staff and deliverables
Collaborate with partners and leadership on client strategy and firm initiatives
Contribute to a positive, team-oriented culture and mentor junior staff
Stay current on tax regulations and actively participate in professional development
What We’re Looking For
CPA required with a Bachelor’s degree in Accounting or related field
6+ years of experience in a public accounting or tax consulting environment
Strong technical knowledge of federal and state tax regulations
Experience working with high-net-worth individuals and closely held businesses
Proficiency in Microsoft Office and QuickBooks (CCH ProSystem fx a plus)
Excellent analytical, organizational, and project management skills
Strong attention to detail and ability to manage multiple priorities
Clear and professional communication skills, both written and verbal
A client-first mindset with a proactive, solutions-oriented approach
If you’re looking to take the next step in your tax career within a dynamic and growing firm, lets connect with this role.