Tax Manager

1 month ago


Boston, United Kingdom Omtech llc Full time

Tax Manager

Location:Boston or Woburn MA

Hybrid: 23Days/Week inoffice

Active CPA or EA licensedrequired EssentialDuties:
  • Provide highlevel individual trust estate gift and foundation tax complianceservices as well as estate planning advisory services
  • Review individual trust estategift and foundation returns
  • Review estate and trust fiduciaryaccountings
  • HandleFederal and State tax notices and audits
  • Research Federal State and International taxlaws prepare tax memorandums on technical topics and develop taxsavings strategies
  • Manage all aspects of client accounts and foster clientrelationships
  • Reviewand analyze estate planning related legal documents
  • Business development includingnetworking public speaking and authoring Trust and Estate relatedarticles
  • Manage othermembers of the group including monitoring their workload andtraining and assisting them
  • Stay current on new tax legislation

Qualifications:

  • BA/BS degree in Accounting from an accreditedcollege/university required; Masters in Taxationpreferred
  • Active CPA or EA licensedrequired
  • 6years progressive experience in public accountingrequired
  • Extensiveexperience in Tax Advisory and Estate/Trust planning andcompliance
  • Ability toestablish and maintain good client relationships
  • Excellent verbal and writtencommunication skills
  • Proficiency in Microsoft Office applicationsrequired
  • Experiencewith reviewing fiduciary gift and estate tax returns
  • Preferred experience with AxcessTax CCH ProSystem fx Engagement and BNA
  • Experience with research software and memowriting required
  • Mustbe able to work additional hours as needed to meet clientdeliverables


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