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Boston, MA Newport, RI Providence, RI Waltham, MA

Tax Manager - Private Client Services (PCS)

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Job Description

  • Location: Providence or Newport, RI, or Boston or Waltham, MA
  • Required Years of Experience: 6+ years
  • Required Education: Bachelor’s degree, CPA, Enrolled Agent (EA), or equivalent certification is a must
  • Travel: No
  • Relocation: No
  • Job Industry: Public Accounting
  • Department: Tax

KLR is one of the fastest growing accounting firms in New England. We are seeking a Tax Manager to join our team in our Providence, Boston, Waltham or Newport offices.

KLR is ranked as one of the top one hundred accounting and business consulting firms in the United States. KLR operates four (4) offices in MA and RI and has more than 250 professionals.

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.

Job 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.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this job. Duties, responsibilities and activities may change from time to time with notice whenever possible, but not guaranteed.

Job Qualifications

  • Bachelor’s degree in Accounting
  • Master’s degree in Taxation or related field preferred
  • 6+ years of technical tax experience in public accounting or related field, 3 in managerial role
  • Strong experience with individual taxation (high net worth)
  • CPA, Enrolled Agent (EA), or equivalent certification is a must
  • Researching tax issues to develop effective tax planning strategies
  • Translating complex data from a range of sources into client-ready insights and deliverables
  • Open to all types of tax work from entity to individual
  • Ability to manage multiple high-level aspects of work
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Demonstrated supervisory ability, strong operational and project management skills
  • Proficient use of applicable technology

We are looking for a candidate to work full time. Normal hours are Monday through Friday 8:30 am to 5:30 pm with increased hours during our peak season: January through April and August through October. These periods require increasing normal weekly hours, which include weekends.

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.

Come join a firm who has recently been recognized for an 14th straight year as the “Best Place to Work” and voted as a Top 100 Firm in the country by Accounting Today!

KLR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.

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