Tax Manager - Private Client Services

KLR; Providence (RI); Híbrido; USD 120.000 - 145.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental insurance

Retirement plan

Tuition assistance

Professional development

Descripción de la vacante

KLR is seeking a Tax Manager to join our Private Client Services Team on a flexible hybrid basis. The PCS Tax Manager will provide tax and consulting services to high net worth clients and lead, develop, and grow the private client practice.

Responsibilities include planning, supervising a team, timely filing of returns, handling notices/audits, and building strong client relationships with a focus on quality and value.

Formación

• Bachelor’s or Master’s degree in Accounting or Tax is required.
• CPA certification is required.
• 6+ years of technical tax experience in public accounting.
• Strong experience with individual taxation (high net worth).
• Excellent interpersonal and communication skills (verbal and written).

Responsabilidades

• Technical planning and client advisement for private entities and high-net-worth individuals.
• Coach and develop a high-performing PCS Tax team.
• Ensure timely filing of all client tax returns and documents.
• Respond to federal and state notices and handle audits.
• Manage multiple Estate, Gift, and Fiduciary tax engagements.
• Review estate, gift, and fiduciary income tax returns.
• Build long-term client relationships and tailor services.
• Explain complex tax issues to non-tax professionals.

Conocimientos

Interpersonal skills

Communication skills

Time management

Leadership

Tax planning

Educación

Bachelor’s or Master’s in Accounting or Tax

Descripción del empleo

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.

Private Client Services Tax Management Boston, MA, Boston, MA, US

Salary Range: $120,000.00 To $145,000.00 Annually

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 19 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 on a flexible hybrid basis.

The PCS 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 Private Client Services practice.

Responsibilities

• Technical planning and advising of clients that include private entities (including C-Corp, S-Corp, Trusts, and Partnerships) as well as high-profile individuals/families.
• 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.
• 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.

Qualifications

• Bachelor’s or Master’s degree in Accounting or Tax
• 6+ years of technical tax experience in public accounting
• Strong experience with individual taxation (high net worth)
• CPA 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 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.

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.

$120,000.00 - $145,000.00

Benefits

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 19 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.