Senior Tax Manager - Private Client Services (PCS)

Kahn Litwin Renza & Co•Middletown, RI

6d•Hybrid

About The Position

KLR is seeking a Senior Tax Manager to join its High Net Worth practice. The role provides tax and consulting services to high-net-worth clients and manages, develops, and grows the local High Net Worth practice. The position may be based in KLR’s Boston, Providence, or Newport offices on a flexible hybrid basis; qualified remote candidates will also be considered. The Senior Tax Manager serves as a trusted advisor to clients and a role model to colleagues. The role manages multiple engagements for high-net-worth and ultra-high-net-worth individuals and families, as well as their trusts and estates. It includes technical tax planning and advising, oversight of tax returns and documents, client relationship management, business development, and coaching and developing a team. The position also reviews complex estate, gift, and fiduciary income tax returns and related schedules, forms, and fiduciary accounting documents. This is a full-time position with standard hours 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 listed 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.
Ability to research tax issues and develop effective tax planning strategies.
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 primary client point of contact, keeping clients informed about engagement progress and building long-term relationships tailored to their needs.
Ensure timely filing of client tax returns and related documents.
Manage engagements efficiently, including assigning, supervising, and reviewing work and completing timely billing.
Take responsibility for larger and more complex tax returns, delegating work to tax preparers as appropriate.
Perform technical tax review and approval of tax returns.
Generate new business opportunities within the current client base and through outside 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, related schedules and forms, and fiduciary accounting documents.
Communicate complex tax issues to clients and non-tax professionals.