Tax Manager or Director – Business Tax Unit, Real Estate at KBW Financial
Boston, MA
About the Job
Are you passionate about making a tangible impact in the real estate sector through strategic tax planning? We're looking for an experienced and motivated Tax Manager/Director to lead a diverse portfolio of real estate clients, providing expert guidance and innovative solutions to optimize tax outcomes
In this Tax Manager/ Director role, you'll take charge of managing multiple engagements, advising clients on tax strategies, and navigating complex tax issues while delivering top-quality services
If you're someone who thrives in a dynamic environment and is excited about shaping the future of tax compliance, this role is for you!
What You'll Do:
Lead the planning, preparation, and review of tax returns for closely held businesses (partnerships, S-corporations, C-corporations), ensuring accuracy and compliance.
Build and nurture long-term relationships with clients, gaining in-depth knowledge of their unique business needs and goals.
Collaborate closely with Tax Partners to deliver tailored tax solutions and provide forward-thinking strategic advice.
Manage risk and oversee tax engagements to meet both client expectations and firm standards.
Conduct research, draft memoranda, and provide clear, actionable tax guidance on complex matters.
Take ownership of multiple client projects, budgets, and deadlines while maintaining high-quality outcomes.
Mentor and develop a team of talented tax associates and senior associates, fostering a collaborative and supportive environment.
Resolve tax issues with federal and state authorities and stay up-to-date on the latest tax laws and regulations.
Qualifications:
BA/ BS degree in Accounting; Master's in Taxation preferred
Active CPA license is required
Proficient with corporate and partnership taxation
5+ years of progression public accounting experience
For immediate consideration, please submit a copy of your resume to Chris Grassi at
*MONKBW*
#LI-CG1
In this Tax Manager/ Director role, you'll take charge of managing multiple engagements, advising clients on tax strategies, and navigating complex tax issues while delivering top-quality services
If you're someone who thrives in a dynamic environment and is excited about shaping the future of tax compliance, this role is for you!
What You'll Do:
Lead the planning, preparation, and review of tax returns for closely held businesses (partnerships, S-corporations, C-corporations), ensuring accuracy and compliance.
Build and nurture long-term relationships with clients, gaining in-depth knowledge of their unique business needs and goals.
Collaborate closely with Tax Partners to deliver tailored tax solutions and provide forward-thinking strategic advice.
Manage risk and oversee tax engagements to meet both client expectations and firm standards.
Conduct research, draft memoranda, and provide clear, actionable tax guidance on complex matters.
Take ownership of multiple client projects, budgets, and deadlines while maintaining high-quality outcomes.
Mentor and develop a team of talented tax associates and senior associates, fostering a collaborative and supportive environment.
Resolve tax issues with federal and state authorities and stay up-to-date on the latest tax laws and regulations.
Qualifications:
BA/ BS degree in Accounting; Master's in Taxation preferred
Active CPA license is required
Proficient with corporate and partnership taxation
5+ years of progression public accounting experience
For immediate consideration, please submit a copy of your resume to Chris Grassi at
cgrassi@kbwfinancial.com
*MONKBW*
#LI-CG1
