Senior Tax Manager - High Net Worth

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 Private Client Services team, to be based in 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.

• Unlimited Paid Time Off so you can actually recharge
• 18 Paid Holidays
  , giving you built-in rest throughout the year
• Employer-Matched 401(k) to invest in your future
• Tuition Assistance + CPA Exam/Prep Support to accelerate your growth
• Mentorship & Leadership Development Programs designed to elevate your career
• Robust Referral Bonuses for helping us grow our team and client base

The salary range for this position is included below. Individual salaries within this range do not include benefits and bonus potential, and are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location.