Tax Manager - Private Client Services

KLR; Boston (MA); Hybrid; USD 120,000 - 170,000; 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 professional0;

Competitive referral programs forPros+

Job summary

KLR, a leading New England regional public accounting firm, seeks a Tax Manager for its Boston Private Client Services Team on a flexible hybrid basis. You will plan and advise on tax strategies for high-net-worth clients and their entities, ensuring timely returns and responsive audits.

You’ll coach a skilled team and build long-term client relationships. The role emphasizes complex estate, gift, and fiduciary tax work, with a strong focus on delivering tailored, high-value service to a diverse

Qualifications

• Bachelor’s or Master’s degree in Accounting or Tax required.
• CPA or EA certification required.
• 5+ years of technical tax experience in public accounting.
• Strong experience with individual taxation (high net worth).
• Excellent interpersonal and communication skills (verbal and written).
• Ability to translate complex data into client-ready insights.

Responsibilities

• Technical planning and advising of high-net-worth clients and related entities (C-Corp, S-Corp, Trusts, Partnerships).
• Trusted advisor and role model across teams to build a collaborative network.
• Ensure timely filing of all client-related tax returns and documents.
• Respond to federal and state tax notices and represent clients in audits.
• Coach and develop a high-performing tax team with focus on quality and value.
• Manage multiple Estate, Gift and Fiduciary tax engagements.

Skills

High net worth tax experience

Client advisory

Team leadership

Research tax issues

Interpersonal skills

Multi-tasking

Public accounting experience

Trusted advisor

Education

Bachelor’s or Master’s in Accounting or Tax

CPA or EA certification

Job description

KLR is a leading New England Regional Public Accounting Firm, consistently ranked among the Top 100 firms in the United States. With more than 350 professionals across eight office locations—including Andover, Boston, Bradenton, Lausanne, Newport, Pawtucket, Providence, and Waltham—KLR delivers assurance, tax, and business advisory services to private and publicly held companies nationwide and abroad. Recognized as a Best Place to Work for 20 years, KLR is committed to fostering a culture of collaboration, growth, and innovation.

We are seeking a Tax Manager to join our Private Client Services Team in our Boston office on a flexible hybrid basis.

Job Responsibilities

• Technical planning and advising of high-net-worth clients that include high-profile individuals/families, as well as high their associated private entities (including C-Corp, S-Corp, Trusts, and Partnerships)
• 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.
• 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 and commercial value.
• Manage multiple Estate, Gift and Fiduciary client tax engagements simultaneously.
• 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.

Job Qualifications

• Bachelor’s or Master's degree in Accounting or Tax
• 5+ years of technical tax experience in public accounting
• Strong experience with individual taxation (high net worth)
• CPA or EA certification 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 tax work from entity to individual
• 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.

KLR is committed to work/life balance, and offers a comprehensive compensation and benefits package, including:

• Unlimited Paid Time Off
• 18 Paid Holidays
• 401k Employer Funded Match
• Tuition Assistance & CPA prep costs
• Mentorship program and professional leadership development
• Competitive referral programs for prospective talent and clients

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.