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Penn Community Bank

Perkasie, Pennsylvania

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Newburyport Bank - Newburyport, MA

Newburyport, Massachusetts

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Newburyport Bank - Newburyport, MA

Newburyport, Massachusetts

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State Bank of Texas

Chicago, Illinois

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Northfield Savings Bank

Berlin, Vermont

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Luther Burbank Savings

Irvine, California

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Waterford Bank, N.A.

Toledo, Ohio

The Bank of Princeton

Philadelphia , Pennsylvania

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Amalgamated Bank of Chicago

Chicago, Illinois

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Cape Cod 5

Cape Cod, Massachusetts

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International Bank of Chicago

STONE PARK, Illinois

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International Bank of Chicago

STONE PARK, Illinois

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Eagle Bank

Everett, Massachusetts

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Eagle Bank

Everett, Massachusetts

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Eagle Bank

Everett, Massachusetts

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Alerus Financial

Grand Forks, North Dakota

Gainey Business Bank

Scottsdale, Arizona

Gainey Business Bank

Scottsdale, Arizona

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County National Bank

Hillsdale, Michigan

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County National Bank

Hillsdale, Michigan

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The Commerce Bank of Oregon

Portland, Oregon

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Bank of the Bluegrass

Lexington, Kentucky

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Massachusetts Housing Partnership

Boston, Massachusetts

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Gulf Coast Bank & Trust

Covington, Louisiana

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Middlesex Savings Bank

Westborough, Massachusetts

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Tax Manager
RESPONSIBILITIES AND SPECIFIC DUTIES: Prepare complex U.S. and multi-state income tax returns for individuals, fiduciary, and business entities including C-corporations, S-Corporations, Partnerships, and Non-Profit Organizations. Prepare extensions, tax planning calculations, and write-up work for all entity types (C-Corp, S-Corp, Partnership, Fiduciary, Non-Profit). Prepare and review compiled and reviewed financial statements for Corporations, Not for Profit entities, and Partnerships, including workpapers, accounting and adjusting entries, bank reconciliations, and client books and records. Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters.


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