Tax and Accounting Services Manager

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Oversee accounting engagements for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

• Develop tax strategies and assist in tax planning efforts for clients.

• Supervise monthly accounting operations, cash flow oversight, and financial reporting.

• Engage with clients to assess their accounting requirements, financial performance, and tax planning possibilities.

• Spot opportunities for new business development and nurturing client relationships.

• Work alongside the tax and accounting team to synchronize client engagements and ensure high-quality service delivery.

• Offer functional direction and assistance throughout accounting engagements.

• Utilize accounting, tax preparation, and tax planning software to facilitate client services.

⛳️ Requirements

• Minimum of 5 years of experience in monthly accounting, cash flow oversight, and financial reporting.

• Certification as a QuickBooks Certified ProAdvisor is mandatory.

• Knowledge of tax preparation and tax planning software platforms is essential.

• Strong analytical, organizational, and problem-solving abilities are required.

• Excellent communication skills and proficiency in client relationship management are necessary.

• Capability to manage multiple engagements and collaborate effectively within a team.

• Experience with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clientele is preferred.

• Prior experience in a CPA firm or a professional services environment is advantageous.

• Bilingual or multilingual skills are preferred.

🏝️ Benefits

• Health insurance is included as a potential benefit, with specifics to be confirmed.

• Bonus or commission structures will be discussed during the hiring process.