Tax Manager, Worcester, MA

 

About us

 

Brian Farrell, CPA, PLLC is a boutique CPA firm serving privately owned businesses and their owners. Our clients include real estate investors, construction and trade companies, professional service firms, and other entrepreneurial, service-based organizations.

 

We support closely held companies with complex tax needs through:

 

- Individual, S corporation, C corporation, and partnership tax compliance

- Multi-state tax filings

- Proactive tax planning and advisory services

- IRS and state notice resolution

- Strategic guidance involving cash flow, profitability, entity structure, and business growth

 

We are seeking an experienced Tax Manager who can lead tax engagements, guide day-to-day tax operations, and help us build a high-touch practice that can continue growing without sacrificing quality or personal service.

 

The Opportunity

 

This newly created hybrid position is ideal for a Tax Manager who enjoys both technical tax work and operational leadership.

 

You will oversee tax preparation and review for small to mid-sized clients, typically generating $1 million to $5 million in annual revenue. Many of these clients rely on our firm for both accounting and tax services.

 

As the technical owner of the firm’s tax returns, you will manage the preparation and review process, improve quality and efficiency, and serve as a trusted year-round advisor to clients.

 

This role offers the opportunity to meaningfully influence firm processes, client service, team development, and long-term growth.

 

Key Responsibilities

 

- Prepare and review individual and business tax returns, including Forms 1040, 1120S, 1120, and 1065, along with multi-state filings and related schedules.

- Manage the tax preparation and review process, helping reduce the firm’s dependence on the founder.

- Lead quality-control efforts through checklists, review procedures, and sign-off standards.

- Train and support tax preparers and reviewers.

- Provide proactive tax planning and consulting to clients.

- Clearly explain tax positions, recommendations, and risks.

- Mentor senior preparers and establish clear performance expectations.

- Participate in recruiting and developing the tax team as the firm grows.

- Recommend and implement improvements to tax workflows, processes, and technology.

- Manage tax deadlines, electronic filings, and correspondence with federal and state tax authorities.

 

What You Bring

 

Technical Confidence

- You have a strong understanding of federal and state tax rules and are comfortable working through complex tax returns.

Calm Leadership

- You remain steady and organized during tax season, tight deadlines, and client escalations.

Operational Discipline

- You believe in creating repeatable processes, clear documentation, and reliable service standards.

Client-Centered Communication

- You can explain complicated tax matters clearly while building trust and strengthening client relationships.

A Builder’s Mindset

- You enjoy improving systems, removing bottlenecks, and helping a growing firm operate more effectively.

 

Skills and Experience

 

- Seven or more years of public accounting experience

- Active CPA or EA credential required

- Experience advising privately owned businesses and their owners

 

Build Something Meaningful With Us

 

This is an opportunity to take an important leadership role in a growing firm where your judgment, ideas, and contributions will have a real impact. If you are ready to combine technical tax expertise with client service and operational leadership, we would like to hear from you.

 

To be considered, click "Start the Conversation" below. You’ll answer a few brief questions and select a time for an introductory call.