Senior 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. Due to growth we are seeking a Senior Tax Manager to join our High Net Worth practice, to be based in our Andover, Boston, Providence, or Newport offices on a flexible hybrid basis. The Senior 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 High Net Worth practice.
Requirements
- Bachelor’s or Master's degree in Accounting or Taxation
- 8+ years of technical tax experience in public accounting, 3+ in a managerial role
- Strong experience with individual taxation (high net worth)
- CPA, EA or JD 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 high-net-worth individuals/families as well as trusts and estates
- 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
- Manages engagement efficiently by timely assignment, supervision and review of work; conducts timely billing on all engagements for which he/she is responsible
- Assumes full responsibility for larger, more complicated tax returns and delegates to the various tax preparers as deemed necessary.
- Performs technical tax review and approval of all tax returns.
- Develops a professional relationship with the client and serves as the main point-of-contact to the client and ensures that the client is fully informed of engagement progress
- Generates new business opportunities within current client base and outside network.
- 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
- 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
Senior
