KLR · 3 days ago

Tax Manager - Private Client Services

Greater Boston

Full-time

Remote

Mid, Senior Level

5+ 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 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.

Qualification

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Accounting DegreeTax ExperienceIndividual TaxationCPA CertificationTax Planning StrategiesTax Work FamiliarityManagement ExperienceData Translation

Required

Bachelor’s or Master's degree in Accounting or Tax

5+ years of technical tax experience in public accounting

Strong experience with individual taxation (high net worth)

CPA or EA certification 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.