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Robert Half

Tax Sr. - Corporate

Career Insights for Investment Fund Manager

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Based on Massachusetts data

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What they do

An Investment Fund Manager plans, directs, or coordinates investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

$178,783 / year median in Massachusetts

+9% projected growth

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Job Description

Robert Half has partnered with a regional CPA Firm. We are looking for a tax supervisor to support client engagements in Worcester, Massachusetts while helping deliver accurate, timely, and high-quality tax services. This position blends technical tax expertise with team leadership, offering the opportunity to guide staff, manage competing priorities, and contribute to both compliance and planning initiatives. The ideal candidate is comfortable reviewing complex returns, advising clients, and maintaining strong standards across multiple engagements.
Responsibilities:
  • Oversee the preparation and final review of corporate, partnership, and individual tax filings to ensure completeness and accuracy.
  • Analyze client financial records using accounting platforms such as QuickBooks, make necessary journal entries, and confirm the integrity of general ledger activity tied to tax reporting.
  • Monitor tax work for adherence to current regulations, filing requirements, and internal quality expectations.
  • Provide day-to-day direction to entry-level team members by assigning work, coaching performance, and reviewing deliverables before submission.
  • Coordinate several client assignments at once, balancing deadlines and priorities to keep engagements on track.
  • Serve as a primary point of contact for clients by answering questions, clarifying requests, and maintaining clear communication throughout the engagement.
  • Support tax research and planning efforts by evaluating issues, identifying opportunities, and assisting with practical recommendations for clients.
tax