• Location: Boston MA
• Type: Perm
• Job #26443

Company Overview:
A leading financial services firm is seeking a Tax Manager to provide comprehensive tax support to the firm and its clients, focusing on tax advice and preparation for various entities.

Job Responsibilities:

• Participate with investment managers, clients, and attorneys in the income tax and estate planning process
• Prepare and review tax returns including 1040, 1041, 709, 990, 1065, and 1120 forms
• Consult with company personnel and clients regarding tax matters
• Correspond with tax authorities to resolve notices
• Prepare projections of tax liabilities and review declarations of estimated tax
• Interface with Operations Department to pay taxes
• Assist with special projects and establish departmental policies and procedures

Qualifications:

• Bachelor's degree and 6-10 years of related industry experience
• CPA designation or Enrolled Agent
• Understanding of portfolio accounting, investment process, and corporate tax
• Proficiency in MS Office products (Word, Outlook, Excel)
• Experience with CCH Axcess, Tamarac, Microsoft Dynamics CRM, QuickBooks, and SurePrep is a plus

Compensation:
Salary: $125,000 – $155,000, Plus Bonus