Fiduciary Tax Manager Job at Robert Half (Boston)

Tax Manager

Location

United States , Trumbull

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Demonstrated experience serving in a Tax Manager capacity with responsibility for complex tax compliance and review work
Hands-on knowledge of annual income tax provision processes and corporate tax return preparation
Strong background preparing or reviewing returns such as 1040, 1041, 1065, 1120S, and 706
Proficiency with CCH ProSystem Fx and CCH Sales Tax, along with experience using QuickBooks Online and related tax workflow tools
Advanced Microsoft Excel skills, including formulas, pivot tables, and data organization techniques
Familiarity with trust and estate taxation and the documentation required for fiduciary and estate filings
Ability to manage multiple deadlines, maintain attention to detail, and work effectively in a contract-based environment

Job Responsibility

Prepare and review a range of tax returns, including individual, partnership, S corporation, fiduciary, estate, and related filings, with a focus on accuracy and completeness
Lead work associated with annual income tax provisions and ensure reporting aligns with applicable tax regulations and financial data
Manage corporate tax return activities and support sales tax compliance requirements across assigned entities or engagements
Use tax software platforms such as CCH ProSystem Fx, CCH Sales Tax, QuickBooks Online, Access, and Canopy to organize, process, and track deliverables
Analyze financial and tax information in Microsoft Excel by applying formulas, pivot tables, and structured data management techniques to improve efficiency
Coordinate tax documentation, monitor filing timelines, and resolve issues that could affect deadlines or reporting quality
Review complex tax data related to trusts and estates and provide informed guidance on return preparation and filing considerations
Partner with internal stakeholders or client contacts to gather required information, clarify tax matters, and maintain smooth engagement progress

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Tax Manager

Terrific opportunity for a Tax Manager looking to join a small, regional firm wi...

Location

United States , Parsippany

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Degree in accounting
CPA required (may consider parts passed with intention to complete)
Minimum 5 years' recent experience preparing and filing tax returns for HNW individuals and corporations
Strong communication skills - experienced with interacting with clients

Job Responsibility

Prepare and review a mix of partnership, corporate, fiduciary, and individual tax returns
Work on tax planning
Support partners with tax research
Counsel on technical tax matters
Advise/handle client's tax notices

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan

Tax Manager

We are looking for an experienced Tax Manager to lead a broad range of tax engag...

Location

United States , Santa Ynez

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or a related discipline
CPA or a similar certification is preferred
At least 5 years of experience in public accounting or tax management with hands-on exposure to multiple entity types
Demonstrated knowledge of federal, state, and local tax rules, including compliance obligations and planning considerations
Experience preparing or reviewing individual, corporate, partnership, trust, and sales tax returns
Proficiency with Lacerte, QuickBooks Desktop, QuickBooks Online, Canopy Tax, Slack, Zoom, Webex, Adobe, and Microsoft Office applications
Strong analytical judgment and problem-solving ability with a high level of accuracy and attention to detail
Effective written and verbal communication skills with the ability to collaborate across teams and explain technical matters clearly

Job Responsibility

Oversee the preparation and final review of federal, state, and local tax filings to ensure complete, timely, and accurate submission
Design and recommend tax strategies that improve overall efficiency and help reduce exposure across a variety of client situations
Monitor updates to tax legislation, evaluate how new rules affect client entities, and document findings through clear technical analysis
Lead responses to tax examinations and agency inquiries by coordinating information, managing timelines, and working with outside parties as needed
Guide and develop entry level tax specialists and operational staff through coaching, workflow support, and ongoing knowledge sharing
Maintain organized tax records and produce reporting materials that help leadership track issues, risks, and planning opportunities
Manage tax engagements involving individual, corporate, partnership, fiduciary, exempt, and sales tax matters across diverse client needs

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Tax Manager

We are looking for an experienced Tax Manager to join a client-focused accountin...

Location

United States , Janesville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 5 years of tax experience within a public accounting environment.
Demonstrated expertise in individual and business taxation, with the ability to apply sound technical judgment.
Background in reviewing tax returns and leading or supervising staff members.
Strong client-facing communication skills with a detail-oriented and confident approach.
Excellent organization and time management abilities, including the capacity to handle multiple deadlines effectively.
Ability to remain composed and make sound decisions in a fast-paced, deadline-driven setting.
Experience with tax and accounting software such as Lacerte, QuickBooks, CCH ProSystem Fx, or related platforms is preferred.
CPA license preferred.

Job Responsibility

Oversee the review of individual, business, fiduciary, and related tax filings to ensure accuracy, completeness, and compliance with applicable regulations.
Serve as a primary point of contact for clients by addressing tax-related questions, requesting outstanding information, discussing planning strategies, and presenting completed returns.
Coordinate engagement flow by assigning work across team members, balancing priorities, and keeping projects moving efficiently through completion.
Provide coaching, feedback, and day-to-day guidance to tax team members to support skill development and strengthen team performance.
Evaluate client situations to uncover tax-saving opportunities and deliver practical recommendations aligned with their financial goals.
Track filing calendars and engagement milestones to help maintain on-time delivery during both peak and non-peak periods.
Contribute ideas that enhance internal procedures, increase operational efficiency, and improve the overall client experience.
Partner with firm leadership to manage workload distribution, maintain strong client relationships, and support departmental objectives.

What we offer

Medical, vision, dental, and life and disability insurance
Company 401(k) plan
Free online training

Fulltime

Tax Manager

Reid Accountants + Advisors, is hiring! Reid Accountants + Advisors is an indepe...

Location

United States , New York City

Salary:

150000.00 - 175000.00 USD / Year

Reid Accountants + Advisors

Expiration Date

Until further notice

Requirements

Bachelor’s degree in accounting (Required)
CPA license (Required)
Minimum of 7 years of experience in a public accounting / CPA firm (required)
Experience using CCH Axcess Tax, tax research tools, and Microsoft Office Suite (preferred)
Ability to work independently while inspiring and leading a team to drive results
Strong client-facing communication skills, both verbal and written
Collaborative, team-oriented mindset with a positive and professional demeanor
Strong attention to detail, organization, and time management skills
Ability to prioritize, delegate, and manage workloads based on team skill sets
Sound judgment and decision-making abilities

Job Responsibility

Be proficient in the preparation and review of a wide variety of tax returns, including but not limited to high wealth individuals, fiduciary, corporate, partnerships, and multistate filings
Demonstrate competency across all phases of tax services, including tax planning, compliance, preparation, review, and research
Apply strong technical knowledge of accounting and reporting standards when researching, completing, and reviewing complex tax matters
Identify tax risk management issues and propose practical solutions through research and collaboration with engagement Partners
Review tax procedures and financial statements with minimal supervision
Monitor tasks assigned to team members to ensure questions are addressed, communication is clear, and work is completed accurately and on a timely basis
Oversee and coordinate day-to-day engagement workflow, including planning, execution, and wrap-up
Communicate client issues, deadlines, and engagement status to Partners to ensure timeliness and quality of service
Supervise, train, and mentor tax staff, fostering professional development and collaboration
Serve as a primary client interface, building and maintaining strong client relationships

What we offer

Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Fulltime

Tax Manager

We are looking for an experienced and forward-thinking Tax Manager to join an or...

Location

United States , Sioux Falls

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting or a related field
Certified Public Accountant (CPA) designation is required
At least 7 years of experience in public accounting with a focus on tax
Proven ability to review and prepare complex personal, corporate, and partnership tax returns
Prior experience supervising and mentoring staff
Proficiency in tax software tools, such as CCH ProSystem Fx, QuickBooks, and Microsoft Excel
Strong analytical, organizational, and technical skills
Excellent communication skills and a collaborative leadership approach

Job Responsibility

Take ownership of multiple tax engagements, managing them from the initial planning stages through to completion
Review and prepare complex tax returns for individuals, corporations, partnerships, and fiduciaries
Act as a technical expert, staying updated on tax regulations and providing guidance to the team
Oversee workflow, scheduling, and resource allocation to ensure smooth project execution
Mentor and train staff at the beginning of their careers, encouraging skill development and building a strong team
Develop and maintain strong relationships with clients, identifying opportunities to offer advisory services
Collaborate directly with the Tax Partner to align on strategic goals and enhance client service delivery
Monitor industry updates and regulatory changes to ensure compliance and proactive adjustments
Utilize tax software, such as CCH ProSystem Fx, to streamline processes and improve accuracy

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Tax Manager

You will professionally manage client relationships; assist in training and supe...

Location

United States , Cleveland

Salary:

Not provided

Barnes Wendling CPAs

Expiration Date

Until further notice

Requirements

Bachelor’s degree in accounting
Licensed CPA and active in the state of Ohio
4-6 years of tax experience at a public accounting firm (preferably at a regional firm or in private client services)

Job Responsibility

Manage client relationships
Assist in training and supervising staff
Perform tax planning for high-net-worth clients
Review corporate, individual, partnership, fiduciary and other tax returns
Perform research and presentations to the department on new tax legislation
Assist in establishing policies to improve efficiency
Mentor seniors and staff
Represent the firm at networking events
Identify opportunities for new business

What we offer

Competitive salary
Bonus program
Casual dress code
Excellent medical, dental, vision, disability, and life insurances
Generous paid time off
Paid parking
Busy season meals
Summer hours program – condensed workweek with flexible Fridays
Flexibility in schedule
Firm events, happy hours, retreats

Fulltime

Tax Manager

We are looking for a skilled and motivated Tax Manager to oversee and grow the t...

Location

United States , Bentonville

Salary:

80000.00 - 110000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

A minimum of 3 years of experience in tax management or a related role
Proficiency in preparing corporate, partnership, fiduciary, and personal tax returns
Strong knowledge of annual income tax provisions and entity formation processes
Experience with tax software systems, including CCH ProSystem Fx and CCH Sales Tax
Bachelor's degree in Accounting, Finance, or a related field
Excellent leadership and communication skills, with the ability to mentor and guide staff
In-depth understanding of federal, state, and local tax regulations
Proven ability to manage client relationships and deliver exceptional service

Job Responsibility

Lead the day-to-day operations of the firm's tax practice, ensuring efficient workflows and compliance with applicable tax laws
Prepare and review a range of tax returns, including corporate, partnership, fiduciary, and individual filings, ensuring accuracy and timeliness
Supervise and mentor a team of tax preparers, providing training and feedback to enhance performance and quality
Conduct tax planning consultations for clients, identifying opportunities for savings and minimizing risks
Stay informed on changes in tax regulations and industry trends to provide expert advice and maintain compliance
Collaborate with partners and other departments to support audit processes, financial reporting, and client advisory services
Build strong relationships with clients by addressing inquiries and delivering personalized solutions
Participate in firm-wide initiatives such as business development, recruitment, and process improvement efforts
Provide insights into entity formation and tax structuring to support client needs
Utilize tax software tools, such as CCH ProSystem Fx and CCH Sales Tax, to streamline processes and ensure accuracy

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

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Fiduciary Tax Manager

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