Senior Tax Manager — High Net Worth (Hybrid)

KLR; Boston (MA); Hybrid; USD 145,000 - 190,000; Full time

Benefits offered by this job

Unlimited Paid Time Off

18 Paid Holidays

401k Employer Funded Match

Tuition Assistance & CPA prep costs

Mentorship program and professional发展

Job summary

KLR, one of the largest full-service CPA and business advisory firms in New England, is seeking a Senior Tax Manager to join our High Net Worth practice based in Boston, Providence, or Newport on a flexible hybrid basis.

The Senior Tax Manager will provide tax planning and consulting to high net worth clients, manage engagements, and help develop the local practice while ensuring timely tax filings and client service.

Qualifications

• Bachelor’s or Master's degree in Accounting or Taxation.
• 8+ years of technical tax experience in public accounting, 3+ in a managerial role.
• Strong experience with individual taxation (high net worth).
• CPA, EA or JD certification is required.
• Excellent interpersonal and communication skills (verbal and written).
• Familiarity and willingness to perform all types of tax work from entity to individual.
• Ability to manage multiple high-level work simultaneously across teams.

Responsibilities

• Technical planning and advising for high-net-worth individuals/families, trusts and estates.
• Trusted advisor across multiple teams; develop a diverse professional network.
• Ensure timely filing of all client-related tax returns and documents.
• Supervise engagements with timely billing and review of work.
• Manage large, complex tax returns and delegate to staff as needed.
• Perform technical tax review and approval of returns.
• Build client relationships and serve as main client contact.
• Generate new business opportunities within and outside current client base.
• Respond to federal/state notices and represent clients in audits.
• Coach and develop a high-performing tax team.

Skills

Technical tax expertise

Public accounting management

Interpersonal communication

Researching tax issues

Client relationship management

Broad tax compliance knowledge

Education

Bachelor’s or Master’s degree in Accounting or Taxation

Job description

KLR, one of the largest full-service CPA and business advisory firms in New England, is seeking a Senior Tax Manager to join our High Net Worth practice based in Boston, Providence, or Newport on a flexible hybrid basis.

The Senior Tax Manager will provide tax planning and consulting to high net worth clients, manage engagements, and help develop the local practice while ensuring timely tax filings and client service.