At R. Miller & Associates, we believe the best outcomes come from strong relationships, thoughtful advice, and a genuine commitment to the people we partner with.
As a Tax Manager, you will work alongside fellow specialists to deliver integrated tax and financial planning solutions for individuals and families. As part of a collaborative, in-house team, you will contribute to the holistic advice our clients receive, helping them navigate important financial decisions with confidence while building lasting relationships grounded in trust.
Benefits Overview
We are committed to supporting the health, well-being, and long-term success of our team members.
Comprehensive health, dental, and vision coverage
Retirement benefits with meaningful company matching contributions
Company-paid disability, life, and AD&D coverage
Performance-based incentive opportunities
Paid time off and company holidays
Paid volunteer opportunities
Company matching for charitable donations
Professional development and continuing education support
How You Will Make an Impact
Tax Planning & Tax Return Review
Prepare and review individual federal and state income tax returns for clients with varying levels of complexity.
Analyze tax information, identify planning opportunities, and develop thoughtful recommendations aligned with each client's goals.
Prepare tax projections, Roth conversion analyses, and other planning strategies to support informed decision-making.
Conduct technical tax research and prepare written responses to client and advisor inquiries.
Collaborate with Financial Advisors and other specialists to deliver integrated tax and financial planning guidance.
Maintain thorough documentation of client communications, planning recommendations, and assumptions used in tax analyses.
Manage tax engagements from information gathering through final delivery, ensuring a high standard of accuracy, organization, and client service.
Monitor the status of tax engagements and communicate proactively with clients, advisors, and colleagues throughout the process.
Financial Planning & Client Support
Gather and analyze client information to support comprehensive financial planning recommendations.
Assist in the development and presentation of financial plans and planning strategies.
Collaborate with Financial Advisors to evaluate and implement solutions that align with client objectives.
Participate in client meetings to discuss tax considerations, planning opportunities, and recommendations.
Help clients navigate questions related to their financial plans and overall financial well-being.
Contribute to a consistent and exceptional client experience through responsive communication and thoughtful follow-through.
Job Type: Full-time
Pay: $110,000.00 - $150,000.00 per year
Benefits
401(k)
401(k) matching
AD&D insurance
Bereavement leave
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Parental leave
Vision insurance
Volunteer time off
Work from home
Education:
Bachelor's (Preferred)
Experience:
Tax: 4 years (Required)
Personal Taxation (1040): 3 years (Required)
License/Certification:
CPA (Required)
Work Location: Hybrid remote in Wellesley Hills, MA 02481