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Company

KLR · 3 days ago

Senior Tax Manager - Private Client Services

Greater Boston

Full-time

Remote

Senior Level, Lead/Staff

8+ years exp

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ConsultingInformation Technology

Growth Opportunities

Hiring Manager

John (JP) Cambareri, M.A.

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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

Qualification

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CPA certificationTechnical tax experienceIndividual taxationTax planning strategiesPublic accounting managementMaster's degree in AccountingEA certificationData translation skills

Required

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.