Senior Tax Manager - High Net Worth

KLR is a leading New England Regional Public Accounting Firm, consistently ranked among the Top 100 firms in the United States. With more than 350 professionals across eight office locations—including Andover, Boston, Bradenton, Lausanne, Newport, Pawtucket, Providence, and Waltham—KLR delivers assurance, tax, and business advisory services to private and publicly held companies nationwide and abroad. Recognized as a Best Place to Work for 19 years, KLR is committed to fostering a culture of collaboration, growth, and innovation.

$/yr – $/yr

We are seeking a Senior Tax Manager to join our High Net Worth practice, based in one of our Boston, Providence, or Newport offices on a flexible hybrid basis.

• 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.
• 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

• 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.

KLR is committed to work/life balance and professional development, and offers a comprehensive compensation and benefits package, including:

• Unlimited Paid Time Off
• 18 Paid Holidays
• 401k Employer Funded Match
• Tuition Assistance & CPA prep costs
• Mentorship program and professional leadership development
• Competitive referral programs for prospective talent and clients