Senior Tax Manager - Private Client Services (PCS)

Kahn Litwin Renza & Co•Boston, MA

7d•$145,000 - $190,000•Hybrid

About The Position

KLR is seeking a Senior Tax Manager to join its High Net Worth practice, based in the Boston, Providence, or Newport offices on a flexible hybrid basis. Qualified remote candidates will also be considered. The role provides tax and consulting services to high-net-worth clients and manages, develops, and grows the local High Net Worth practice. The Senior Tax Manager advises high-net-worth individuals and families, trusts, and estates; oversees tax return preparation and filing; manages client engagements; and serves as a principal client contact. The position also involves business development, responding to tax notices and representing clients in potential audits, reviewing complex estate, gift, and fiduciary returns, and coaching and developing a team. 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, are required during peak busy seasons. The salary range is $145,000 to $190,000, excluding benefits and bonus potential.

Requirements

Bachelor’s or master’s degree in Accounting or Taxation.
At least 8 years of technical tax experience in public accounting, including at least 3 years in a managerial role.
Strong experience with high-net-worth individual taxation.
CPA, EA, or JD certification required.
Excellent verbal and written interpersonal and communication skills.
Familiarity with and willingness to perform individual, trust, and/or estate tax work.
Ability to manage multiple high-level work assignments simultaneously.
Ability to translate complex data from a range of sources into client-ready insights and deliverables.
Developed public accounting management experience.

Responsibilities

Provide technical tax planning and advice to high-net-worth individuals and families, trusts, and estates.
Serve as a trusted advisor and role model for clients and colleagues across multiple teams.
Ensure timely filing of client tax returns and related documents.
Manage engagements through timely assignment, supervision, and review of work, and bill engagements on time.
Assume responsibility for larger, more complicated tax returns and delegate work to tax preparers as appropriate.
Perform technical tax review and approve tax returns.
Build professional relationships with clients, serve as their main point of contact, and keep them informed about engagement progress.
Generate new business opportunities among current clients and through external networks.
Respond to federal and state tax notices and represent clients in potential tax audits.
Coach and develop a highly trained team while maintaining a focus on quality.
Manage multiple engagements for high-net-worth and ultra-high-net-worth individuals, families, trusts, and estates.
Review complex estate (Form 706), gift (Form 709), and fiduciary income tax (Form 1041) returns, including related schedules, forms, and fiduciary accounting documents.
Build effective, long-term client relationships and tailor services to clients' needs.
Communicate complex tax issues to clients and non-tax professionals.
Research tax issues and develop effective tax-planning strategies.