Senior Tax Manager - Private Client Services (PCS)

KLR Ltd; Providence (RI); Hybrid; USD 145,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Paid time off

Retirement plan

Tuition assistance

In-house education programs

Community involvement

Job summary

KLR Ltd in Boston, Providence, or Newport offers a Senior Tax Manager role within the High Net Worth practice. You will provide tax advisory services to high-net-worth clients, manage engagements, and grow the local practice, including managing a team and client relationships.

The position requires 8+ years of tax experience, CPA/EA/JD, and a flexible hybrid schedule with potential remote options. Strong leadership and communication are essential.

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
• Researching tax issues to develop effective tax planning strategies
• Excellent interpersonal and communication skills (both verbal and written)
• Familiarity and willingness to perform all types of individual, trust and/or estate tax work
• Ability to manage multiple high-level work simultaneously
• Ability to translate complex data from a range of sources into client-ready insights and deliverables
• Developed public accounting management experience
• Trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues.

Responsibilities

• Technical planning and advising of high-net-worth individuals/families as well as trusts and estates
• Trusted advisor and role model for clients and teams
• Ensure timely filing of all client-related tax returns and documents
• Manage engagements with timely assignment, supervision and review
• Take responsibility for larger, more complex tax returns
• Performs technical tax review and approval of tax returns
• Develops professional relationship with client and serves as main point-of-contact
• Generates new business opportunities within current client base and outside network
• Respond to federal and state tax notices and represent clients in audits
• Coach and develop a high-performing team
• Manage multiple engagements for high net worth/ ultra-high net worth individuals and trusts/estates
• Review estate/gift/fiduciary tax returns and related schedules
• Build long-term client relationships and understand their needs
• Communicate complex tax issues to non-tax professionals and clients

Skills

Tax planning

Client relations

Leadership

Communication

Public accounting knowledge

Education

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

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

HR Management Boston, MA, US

KLR is one of the largest full-service CPA and business advisory firms in New England and is ranked amongst the Top 100 firms in the United States. From our offices in Andover, Boston, Lausanne, Newport, and Providence, the 350+ person firm provides assurance, tax, and business advisory services to private and publicly-held companies throughout the United States and abroad. Recognized as a Best Place to Work for 20 years, KLR is committed to fostering a culture of collaboration, growth, and innovation.

Due to growth we are seeking a Senior Tax Manager to join our High Net Worth practice, to be based in our, Boston, Providence, or Newport offices on a flexible hybrid basis. We will also look at qualified remote candidates.

The Senior Tax Manager is responsible for providing tax and consulting services to our high net worth clients as well as managing, developing and growing the local High Net Worth practice.

Position Responsibilities:

• Technical planning and advising of clients that include high-net-worth individuals/families as well as trusts and estates
• Trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues.
• Ensure timely filing of all client-related tax returns and documents
• Manages engagement efficiently by timely assignment, supervision and review of work; conducts timely billing on all engagements for which he/she is responsible
• Assumes full responsibility for larger, more complicated tax returns and delegates to the various tax preparers as deemed necessary.
• Performs technical tax review and approval of all tax returns.
• Develops a professional relationship with the client and serves as the main point-of-contact to the client and ensures that the client is fully informed of engagement progress
• Generates new business opportunities within current client base and outside network.
• Respond to federal and state tax notices that impact clients, and represent clients in any potential tax audit
• Personally coach and develop a highly trained team, all while handling activities with a focus on quality
• Manage multiple engagements for high net worth/ultra-high net worth individuals, families and their trusts/estates
• Review complex estate (Form 706), gift (Form 709), and fiduciary (Form 1041) income tax returns, including related tax schedules, forms and fiduciary accounting documents
• Building effective long‑term relationships with our clients, understanding their unique needs to provide a tailored service
• Communicating complex tax issues to non-tax professionals and clients

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this job. Duties, responsibilities and activities may change from time to time with notice whenever possible, but not guaranteed.

Position 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
• Researching tax issues to develop effective tax planning strategies
• Excellent interpersonal and communication skills (both verbal and written)
• Familiarity and willingness to perform all types of individual, trust and/or estate tax work
• Ability to manage multiple high-level work simultaneously
• Ability to translate complex data from a range of sources into client-ready insights and deliverables
• Developed public accounting management experience
• Trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues.

This is a full-time position with standard hours of Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours, including some evenings and weekends, will be required during peak busy seasons.

Pay Range:

The salary range for this position is included below. Individual salaries within this range do not include benefits and bonus potential, and are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location.

$145,000.00 - $190,000.00

KLR offers a wide range of benefits including:

• health and dental insurance, paid time-off and a competitive retirement savings plan.
• We offer tuition assistance, in-house education programs and offer employees opportunities for community involvement.

Come join a firm who has recently been recognized as a “Best Place to Work” for 20 years by the Providence Business Journal and voted as a Top 100 Firm in the country by Accounting Today!

KLR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.