Location City: Boston
Location State: MA
Base Salary: $125,000+ DOE
Bonus & Incentives: Discretionary bonus. Typically averages 5% of base.
Position Responsibilities: The primary responsibility of this position is the effective and efficient strategic and tactical management of the personal and fiduciary tax planning and tax preparation function on behalf of the Private Client Group and it's clients. Areas of primary accountability include: 1) Federal and state individual income taxation and return preparation; 2) Fiduciary taxation; 3) Partnership tax management strategy; 4) Gift tax management; and 5) Philanthropic and charitable giving taxation. The income tax manager oversees and directs all activities in support of the firm's commitment to determine the lowest lawful tax burden for the client consistent with appropriate tax planning considerations. The incumbent is personally accountable for a group of clients, including client relationships that embody the greatest tax complexity. Prepares tax returns and tax information documents, and performs calculations of various tax scenarios to help guide and assist attorneys with strategic tax planning. The individual will serve as a member of the management team of the Trust and Tax Services Department supporting the Private Client Group.
Education and Certifications/Licenses: Bachelors
Mandatory Minimum Qualifications: Experience in preparation of sophisticated individual, fiduciary, and partnership income tax returns is required, with at least three (3) to five (5) years direct fiduciary tax experience within a law firm, accounting firm, or bank trust department. Prior gift and charitable tax experience required. Familiarity with computerized tax preparation software systems is required. ® Two (2) to four (4) years of proven leadership and functional management experience of both a strategic and tactical nature are required.
Preferred Qualifications: ESSENTIAL CAPABILITES *Ability to strategically improve and direct the current and long-term management of the Income Tax Department particularly as related to process improvement and quality management. * Ability to lead and direct a growing staff of tax professionals (currently 8 with plans to hire an additional 1 - 3) relative to day-to-day activities, career development and succession planning. * Ability to effectively create a motivating work environment in which individual skills and talents are leveraged to fulfill a greater common good for clients, associates and the firm. * Ability to function effectively in a matrix management environment with the partners and counsel of the Private Client Group. * Ability to be a proactive self-starter, one who understands and is able to interpret and apply day-to-day details within a broader context. * Ability to be flexible and to respond quickly and positively to shifting demands and opportunities. Has the ability to work under tight deadlines and handle multiple detailed tasks. * Ability to work in a collaborative style and environment. Must be team-oriented and able to share information, goals, opportunities, successes and failures with the appropriate parties. * Ability to plan, organize and carry out multiple related activities. * Ability to work in a multi-office environment. * Ability to influence thinking and actions at all levels of the organization. * Ability to work effectively in a culturally and educationally diverse environment. * Ability to focus on the details and demonstrate follow-through.
Benefits: Medical, Dental, Life, Disability,Long-Term Care, Generous Time Off, 401K,, Pension Plan, EAP, Fitness Prog, Tuition Assistance, Etc.
Overnight Travel: Limited
Relocation Assistance: Yes
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