Private Client Services Tax Manager or Senior Manager

Baker Newman Noyes | Portland, ME, United States

Posted Date 7/28/2021

If you're looking for a rewarding opportunity in a professional atmosphere with great energy, incredible talent, and exciting potential, then Baker Newman Noyes is the place for you. We are a regional firm with New England roots and a global reach, and we are looking for a Private Client Services (PCS) Tax Manager or Senior Manager to be based in our Portland, ME; Portsmouth, NH; Manchester, NH; or Boston, MA offices. 

With over 250 employees throughout New England in Maine, Massachusetts, and New Hampshire, BNN provides expert accounting and tax services, healthcare consulting, and risk and business advisory services to a variety of clients with special focus on banking and financial services, healthcare, manufacturing and distribution, not-for-profit, public sector entities, privately held and family-owned businesses, and high net worth individuals. BNN is an independent member of Baker Tilly International.     

Essential Roles and Responsibilities 

The PCS Tax Manager or Senior Manager supervises staff and seniors and reviews their work product for completeness and accuracy. Primary work product will include federal and state individual income tax returns, fiduciary income tax returns, gift tax returns, and estate tax returns. Professionals provide timely, high quality services and work products that meet or exceed client expectations. You will participate in client meetings and collaborate with the team to deliver integrated services to clients. The ability to manage a high volume of deliverables under time constraints is essential.

Qualifications and Education Requirements 

  •  Minimum of 5 to 7 years of experience providing tax compliance and planning services to high net worth individuals and family groups; expertise with expatriate taxation is a plus.
  •  CPA or JD (MST or LLM in Taxation a plus)

Position Requirements and Expectations 

PCS Tax Managers and Senior Managers are dedicated to superior client service. They have excellent project management, analytical, interpersonal, and oral and written communications skills. They thrive in a dynamic and collegial work environment. PCS Tax Managers and Senior Managers are role models for staff and seniors, displaying professionalism, reliability, and integrity at all times.

PCS Tax Managers and Senior Managers are expected to demonstrate advanced knowledge of tax compliance and planning at both the federal and state levels in the areas of individuals, trusts, and estates. They will be responsible for timely and effectively explaining tax objectives, budget information, and other relevant engagement information to staff and seniors. PCS Tax Managers and Senior Managers interact with clients and their other advisors professionally and confidently at all times.


BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including:  

  • 20-30 days of vacation time
  • 5 sick days
  • 10 paid holidays
  • 6-week paid parental leave
  • Health, Dental, Pet, Vision, Disability and Life Insurances
  • 401(k) Plan with company match
  • Profit Sharing Plan 


To learn more about BNN, please visit our website at


Baker Newman Noyes is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, national origin, age, disability, genetic information, veteran status, marital status, or any other protected characteristic under applicable law. 

Job Type
Geographic Region
Greater Portland/Casco Bay
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