Tax Manager - Private Client Services
About The Position
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.
Requirements
- 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.
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.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
