Tax Manager

Boston, MA 02101

Posted: 06/21/2019 Employment Type: Direct Hire Industry: Job Number: 106481 Pay Rate: $110,000.00 - $120,000.00

Our client, a private investment advisory and trust office providing personalized money management and trustee services to individuals, trusts and foundations is looking for an experienced professional to manage their tax department.   This position is ideal for someone looking to transition out of the law firm or public accounting industry.   Management experience overseeing the preparation and review of individual income tax returns, gift tax returns, and fiduciary income tax returns is desired.



• Oversee the preparation and review of Federal and State individual, gift tax, fiduciary tax returns, and 1099’ s for all firm clients

• Oversee the preparation and review of quarterly estimated tax payments for individuals and trusts

• Oversee the preparation and review of Form 990-PF for charitable foundations

• Communication with clients to acquire necessary tax preparation source documents

• Responding to IRS and State Agency notices and overseeing tax audits and examinations

• Attending seminars and other educational forums to stay current with the tax code

• Oversight of Tax Dept. Workflow procedures/process

• Preparation of Tax billing

• Various projects as needed


• Minimum of 7-10 years as a manager/supervisor of professional tax return preparer(s)

• Licensed tax return preparer

• Extensive experience using CCH ProSystem fx tax preparation software (including autoflow)

• Extensive experience using OneSource Trust Tax software (along with Wall Street concepts factoring)

• Proficiency in Microsoft Office, including Excel, Word, and Outlook

• Excellent interpersonal and written communication skills

• Bachelor’ s Degree in accounting or related field, MST preferred


This position offers a competitive salary and benefits including health and dental insurance, 401K, and generous vacation and comp time policy.  


About ACE Employment Services, Inc.: In 1989, ACE Employment Services, Inc. was founded to give companies in Massachusetts a personal and consultative approach to staffing. With a small internal staff and dedication, honestly and hard work we landed on the Boston Business Journal’ s Largest Temp Placement Firms in Massachusetts at #11. ACE Employment Services, Inc. is your partner for direct, temporary and temp-to-hire solutions. Learn more at
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