Tax Manager | Boston, MA | $125K–$155K + Bonus & Profit Sharing
A Boston-based investment management firm is seeking a Tax Manager to join its six-person tax team. This is an opportunity to work across individual, fiduciary, partnership, corporate, and private foundation tax matters in a collaborative financial services environment.
Responsibilities:
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Prepare and review individual, fiduciary, gift, partnership, corporate, and private foundation tax returns.
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Partner with investment professionals, clients, and attorneys on income tax and estate planning matters.
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Prepare tax projections and review estimated tax payments.
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Respond to tax notices and communicate with tax authorities as needed.
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Coordinate tax payments with internal operations teams.
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Contribute to tax department policies, procedures, and special projects.
Qualifications:
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6–10 years of relevant tax experience.
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CPA or Enrolled Agent designation.
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Experience with individual, fiduciary, and partnership tax returns.
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Understanding of investment portfolios, investment management, and corporate tax.
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Strong communication, organizational, and problem-solving skills.
Compensation & Benefits:
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$125K–$155K base salary + bonus + profit sharing.
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Strong benefits package, including 401(k) match and tuition assistance.
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Hybrid schedule with 10 days per month in the Boston office.
If you’re interested in learning more about this position, contact Kyle Archer directly at [email protected].