Tax and Accounting Services Manager

Job not on LinkedIn

🔥 24 minutes ago

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧾 Accounting Manager

👻 Ghost score 11%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Exemplar Companies, PBC

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2005

💼 Consulting

📋 Compliance

💸 Finance

Consulting • Compliance • Finance

<Exemplar Companies, PBC> Exemplar Companies, PBC is a holistically integrated professional knowledge firm that provides legal, tax & accounting, compliance, strategy, capital raising, and wealth management services to startups, growth-stage companies, and impact-driven organizations. The firm emphasizes a relationship-first, value-based pricing model (no hourly billing) and a cross-disciplinary “one team” approach, offering coordinated advisory across law, finance, compliance, and strategy through programs like its Flexpertise subscription for scaling companies.

📋 Description

• Manage accounting engagements for HNW and UHNW clients. • Prepare tax plans and support tax planning initiatives for clients. • Oversee monthly accounting activities, cash flow management, and financial reporting. • Meet with clients to discuss accounting needs, financial performance, and tax planning opportunities. • Identify opportunities to develop new business and build client relationships. • Collaborate with the tax and accounting team to coordinate client engagements and deliver quality service. • Provide functional guidance and support across accounting engagements. • Use accounting, tax preparation, and tax planning software to support client work.

🎯 Requirements

• At least 5 years of experience in monthly accounting, cash flow management, and financial reporting. • QuickBooks Certified ProAdvisor certification required. • Familiarity with tax preparation and tax planning software platforms. • Strong analytical, organizational, and problem-solving skills. • Excellent communication and client relationship management skills. • Ability to manage multiple engagements and work collaboratively with a team. • Experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients preferred. • Previous experience at a CPA firm or professional services firm preferred. • Bilingual or multilingual communication skills preferred.

🏖️ Benefits

• Health insurance is listed as a potential benefit, with details to be confirmed. • Bonus or commission arrangements will be discussed during the hiring process.

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