Kevin P. Martin & Associates (KPM) is a leading regional CPA and business consulting firm with locations throughout New England. We are seeking an experienced Tax Manager to join our Private Client Service Tax Team.
KPM offers a progressive, dynamic culture and a team?based approach to client service that provides a unique opportunity for employees to develop professionally while promoting work / life integration.
Responsibilities & Objectives:
As a Tax Manager in the Private Client Service Group, you will be responsible for interacting closely with clients to provide innovative tax planning, consulting, and compliance services in a timely and effective manner.
You will be working with Directors to grow the Private Client Service Practice by becoming a firm leader specializing in individuals, businesses related to those individuals, trusts and generational tax compliance and planning.
Strong interpersonal skills. Must be comfortable interacting directly with clients and prospective clients in business development efforts. This is a forward-facing position.
Must have 7 to 9 years of recent high net worth tax experience within public accounting or a family office.
Strong technical skills in reviewing relevant return types including: high net worth individuals, trusts & estates and related business entity returns required
Ability to manage client base and service delivery filing requirements
Proficiency in relevant tax software
Ability to work remotely and use relevant technology
Ability to conduct complex tax research projects
Strong written and verbal communication skills
Attention to detail and ability to prioritize under tight deadlines
Manage, develop, train and mentor staff including performance reviews
Desire to develop a career
Active CPA License required
Bachelor's or master’s degree in accounting is required. A related graduate degree preferred. MST a
Must be eligible to work within the United States
Additional Job Details
Must be able to travel to meetings, training, and events in the New England area. Primary Office Locations: Braintree, Fall River and Danvers, MA.
Benefits: Health insurance, Dental insurance, Vision insurance, Retirement plan, Paid time off, Flexible schedule, Parental leave, Professional development assistance, Tuition reimbursement
About Kevin P. Martin & Associates
For more than 40 years, KPM has been earning a national reputation for being as involved with our clients’ mission statements as we are with their financial statements. We make it our business to get beyond the historical bottom line - to get to know you, to get to know your business, and to bring a vast amount of industry expertise to an engagement.
At KPM, we know that success doesn’t just “happen”, and that challenges and opportunities come in many shapes and sizes. We can help bring your organization to that point where you begin seeing breakthrough results, and help you achieve or maintain your competitive edge, even in a shifting business, economic and political climate.
It’s something we like to call “Business Ideas at Work.”
We’re a CPA and business consulting firm that is fervently dedicated to the continued success of our clients. Since 1968, we have grown in experience and size for a few reasons – we’re great at what we do, we’re dedicated to the Business Ideas at Work philosophy in working with clients, and we’ve made service a priority.
To best accomplish this, we’ve taken a boutique practice approach, serving specific industries where we can develop a breadth and... depth of knowledge that we can then apply to the opportunities, challenges and unique needs of our clients. This allows us to move beyond the numbers to seek out trends and opportunities, and to offer solutions that yield results.
We provide a full spectrum of client services, including; assurance, business and strategic planning, capacity building, entrepreneurial services, executive compensation consulting, due diligence relating to mergers and acquisitions, SAS #70 letters, internal control consulting and tax planning and compliance strategies.
At KPM, insights come from a powerful combination of experience and deep industry knowledge. We serve leading and emerging companies in the affordable housing, not for profit, technology and life sciences, and Private enterprise arenas. We specialize in helping clients identify and leverage a variety of significant tax credits and have worked with many television and film production companies to monetize state film tax credits.
Our approach is simple. We strive to be a catalyst for your success.