Tax Manager - Private Client Services (PCS)

KLR, ranked as one of the Top 100 accounting and business consulting firms in the United States, is hiring a Tax Manager to join our Private Client Services (PCS) team in Boston, MA. With more than 325 professionals across eight offices in Florida, Massachusetts, Rhode Island, China, and Switzerland, KLR is one of the fastest-growing accounting firms in New England. We have been recognized as a Best Place to Work for 18 consecutive years, offering a dynamic and supportive environment to grow your career.

As a PCS Tax Manager, you will work with high-net-worth individuals, families, and trusts, providing strategic tax planning and advisory services. This role offers an exciting opportunity to lead client engagements, manage a highly trained team, and help grow our Private Client Services practice.

• Provide technical tax planning and advisory services to high-net-worth clients, trusts, and estates.
• Manage and review complex estate (Form 706), gift (Form 709), and fiduciary (Form 1041) tax returns.
• Develop and maintain long-term relationships with clients, tailoring services to their unique needs.
• Represent clients during federal and state tax audits, and respond to tax notices.
• Mentor and coach team members, fostering a collaborative and high-performing environment.
• Ensure timely filing of all client-related tax returns and documents.
• Effectively communicate complex tax issues to non-tax professionals and clients.

• Bachelor’s or Master’s degree in Accounting or Taxation.
• CPA certification (required).
• 6 years of technical tax experience in public accounting, with a focus on high-net-worth individual taxation.
• Strong experience with estate, gift, and fiduciary taxation.
• Excellent interpersonal and communication skills (verbal and written).
• Ability to manage multiple high-level engagements simultaneously.
• Proven ability to lead and develop a team in a public accounting setting.

• Competitive compensation and benefits, including health and dental insurance, paid time off, and a retirement savings plan.
• Tuition assistance and in-house education programs.
• Opportunities for community involvement and professional growth.
• Recognized as a “Best Place to Work” for 18 years by the Providence Business Journal.

• Full-time role, Monday through Friday (8:30 AM - 5:30 PM).
• Increased hours during peak seasons (January-April and August-October), including weekends.

If you're passionate about providing exceptional client service, growing your career, and working in a collaborative environment, we want to hear from you!