Tax Supervisor - Private Client Services

KLR; Boston (MA); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Unlimited Paid Time Off

18 Paid Holidays

Employer-Matched 401(k)

Tuition Assistance + CPA Exam/Prep Support

Mentorship & Leadership Development Programs

Robust Referral Bonuses

Job summary

KLR, a leading CPA and business advisory firm in Boston, is looking for a Tax Supervisor for their Private Client Services team. The role involves technical planning and advising for high-net-worth individuals, preparing and reviewing complex tax returns, and fostering team collaboration in a flexible hybrid environment.

With over 4 years of experience in public accounting preferred, this position emphasizes excellent communication skills and proficiency in accounting technology. KLR values work-life balance, offering unlimited paid time off, 18 paid holidays, and a robust benefits package.

Qualifications

• 4+ years of technical tax and compliance experience in public accounting.
• CPA, EA, or pursuit of credentials is highly preferred.
• Prior experience with high-net-worth individual taxation is a plus.

Responsibilities

• Technical planning and advising of clients, including high-net-worth individuals.
• Prepare and review complex federal and state tax returns.
• Research tax issues and provide guidance to staff.

Skills

Technical tax compliance

Interpersonal communication

Tax research

Team collaboration

Managing multiple tasks

Education

Bachelor's Degree in Accounting

Tools

CCH Axcess

SurePrep

XCM

Job description

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.

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

Responsibilities:

• Technical planning and advising of clients that include high‑profile, high net worth individuals and families, as well as their related entities (including C‑Corp, S‑Corp, Trusts, and Partnerships)
• Prepare and/or review complex federal and state tax returns within a high‑net-worth practice, including Form 1040 (individual income tax), Form 1041 (trust and estate income tax), Form 706 (estate), and Form 709 (gift tax), along with related state fiduciary and gift tax filings
• Prepare and review tax returns and related filings for private foundations and other 501(c)(3) organizations affiliated with high‑net‑worth clients, including Form 990‑PF, excise tax calculations, charitable distribution requirements, and compliance with applicable governance and reporting standards
• Work on engagement deliverables (such as tax returns, work papers, etc.); participate in technical and strategic reviews as a member of the engagement team to ensure quality control standards are met; ensure on time delivery and on budget
• Research tax issues and providing guidance to other staff assigned to engagement
• Foster a team environment; demonstrate support of management and decisions and build a positive culture
• Communicating complex tax issues to non‑tax professionals and clients

Qualifications:

• Bachelor’s Degree in Accounting
• 4+ years of technical tax and compliance experience in public accounting
• CPA, EA, or pursuit of credentials is highly preferred
• Prior experience with high-net-worth individual taxation, including Forms 1040, 1041 and Form 709 (gift tax)
• Preferred experience preparing and reviewing estate tax returns (Form 706) and fiduciary income tax returns, private foundations and 501(c)(3) organizations, including exposure to Form 990‑PF and related compliance considerations
• Excellent interpersonal and communication skills (both verbal and written)
• Ability to manage multiple high‑level work simultaneously
• Proficiency with tax and accounting technology; experience with CCH Axcess, SurePrep, and XCM is highly preferred

At KLR, your career, and your life outside of work, matter. Our benefits package includes:

• Unlimited Paid Time Off so you can actually recharge
• 18 Paid Holidays, giving you built-in rest throughout the year
• Employer‑Matched 401(k) to invest in your future
• Tuition Assistance + CPA Exam/Prep Support to accelerate your growth
• Mentorship & Leadership Development Programs designed to elevate your career
• Robust Referral Bonuses for helping us grow our team and client base

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.