<p>We are looking for an experienced Tax Senior Manager to join a reputable public accounting firm in Newton, Massachusetts. This role involves providing strategic tax and consulting services to pass-through entities, including S-corporations and partnerships, as well as managing the personal tax needs of business owners. The ideal candidate will excel in client engagement, team leadership, and delivering impactful tax planning and compliance solutions.</p><p><br></p><p>Responsibilities:</p><p>• Oversee tax planning, preparation, and research for S-corporations, partnerships, and individual tax returns of business owners.</p><p>• Manage client engagements and ensure timely delivery of high-quality services.</p><p>• Review and supervise the work of less experienced team members, providing guidance and mentorship.</p><p>• Conduct detailed reviews of tax returns to identify and resolve issues effectively.</p><p>• Develop and implement tax strategies that optimize client outcomes and minimize liabilities.</p><p>• Prepare written tax advice and responses to client inquiries with professionalism and accuracy.</p><p>• Maintain strong client relationships by addressing expectations and delivering exceptional service.</p><p>• Monitor and manage project budgeting, staffing, and billing processes.</p><p>• Perform research on complex tax issues and provide concise analyses and recommendations.</p><p>• Identify opportunities for improving processes and introducing innovative solutions for clients and the firm.</p>
<p>We are looking for an accomplished Tax Manager to lead our tax practice in Worcester, Massachusetts. This role is ideal for someone with a strong background in tax advisory, team leadership, and client relationship management. As a key player in the organization, you will oversee tax strategies, mentor a team, and contribute to the growth and development of the firm's services.</p><p><br></p><p>For Immediate Interview please contact Victor Muller at 508 205 2136</p><p>Responsibilities:</p><p>• Design and execute tax planning strategies to ensure compliance while minimizing tax liabilities.</p><p>• Supervise the preparation and review of tax returns, ensuring accuracy and compliance with regulatory requirements.</p><p>• Manage tax filing schedules and extensions to ensure timely submissions and prevent penalties.</p><p>• Research and analyze tax laws and regulations, applying insights to client engagements and training sessions.</p><p>• Build and nurture client relationships by providing expert advice on complex tax issues.</p><p>• Conduct client consultations to understand financial goals and develop customized tax strategies.</p><p>• Lead and mentor a team of tax professionals, fostering growth and collaboration within the department.</p><p>• Identify and implement process improvements to enhance efficiency and accuracy in tax operations.</p><p>• Support business development activities by identifying prospective clients and expanding service offerings.</p><p>• Collaborate with senior leadership to align tax practices with the firm's overarching goals.</p>
<p>We are looking for a skilled Commercial Portfolio Manager specializing in Commercial and Industrial (C& I) lending to join our client in Metro West. In this role, you will oversee a portfolio of commercial clients, ensuring effective management of loan and non-loan products while maintaining high standards of credit analysis and risk assessment. This position offers an exciting opportunity to contribute to the growth of our banking operations and build strong relationships within the community.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Manage and grow a portfolio of Commercial and Industrial (C& I) clients, addressing their needs with loan and non-loan products.</p><p>• Conduct thorough credit analyses for existing and prospective loan accounts to ensure sound decision-making.</p><p>• Prepare comprehensive narrative reports detailing client relationships, financial data, collateral coverage, debt service capability, and associated credit risks.</p><p>• Analyze personal and business financial statements, tax returns, and other relevant financial documents to assess creditworthiness.</p><p>• Develop written loan reports, including loan presentations, modifications, and credit file comments, in compliance with banking policies and regulations.</p><p>• Collaborate with C& I team lenders to respond to customer inquiries and service requests efficiently.</p><p>• Monitor the overall exposure of the C& I loan portfolio, including maturities, delinquencies, overdrafts, and changes in credit situations.</p><p>• Supervise monthly borrowing base borrowers to ensure compliance and accuracy.</p><p>• Participate in bank committees and task forces to contribute to institutional goals.</p><p>• Represent the bank at community events and functions to strengthen relationships and visibility.</p>
