What are the responsibilities and job description for the Senior Tax Manager - Private Client Services position at KLR?
KLR is ranked as one of the Top 100 accounting and business consulting firms in the United States. It operates eight offices in Florida, Massachusetts, Rhode Island, China and Switzerland and has more than 325 professionals. KLR is one of the fastest-growing accounting firms in New England and has been recognized as a Best Place to Work for 18 consecutive years.
We are seeking a Senior Tax Manager to join our Private Client Services (PCS) Group in a flexible hybrid capacity, out of our Boston office. Remote arrangements are available for the ideal candidate.
Job Responsibilities:
- Technical planning and advising of clients that includes high-profile individuals/families and private entities (including C-Corp, S-Corp, Trusts, and Partnerships)
- 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 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
Job Qualifications
- Bachelor’s or Master's degree in Accounting or Tax
- CPA, EA, or JD certification required
- 8 years of technical tax experience in public accounting
- Strong experience with individual taxation (high net worth)
- Researching tax issues to develop effective tax planning strategies
- Excellent interpersonal and communication skills (both verbal and written)
- 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.
KLR is committed to work/life harmony, and offers a comprehensive compensation and benefits package, including:
- Unlimited Paid Time Off
- 401k Employer Funded Match
- Tuition Assistance & CPA prep costs
- Mentorship program and professional leadership development
- Competitive referral programs for prospective talent and clients