KLR · 4 months ago
Senior Tax Manager - Fiduciary & Individual Tax
Providence, Providence, RI, US
Full-time
Hybrid
Senior Level, Lead/Staff
$145K/yr - $190K/yr
8+ years expKLR is a leading New England Regional Public Accounting Firm, consistently ranked among the Top 100 firms in the United States. They are seeking a Senior Tax Manager to join their Fiduciary & Individual Tax Group, responsible for managing client relationships, overseeing staff deliverables, and providing tax planning and guidance to clients.
ConsultingInformation TechnologyLegal
Responsibilities
Serve as client’s trusted advisor, demonstrate knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
Manage staff on engagement deliverables (such as tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc
Understand the client’s organization, procedures and internal policies
Reviewing complex tax returns including international, federal and multi-state returns for C Corporations, S corporations, partnerships, high net worth individuals, trusts & estates, and foundations
Understanding your clients’ goals and needs and servicing clients directly
Owning client relationships and work
Strategizing with Partners regarding tax planning
Provide clients with recommendations and guidance on how to achieve their goals and assist in identifying opportunities for growth with clients
Researching tax issues and providing guidance to clients
Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff
Foster a team environment; demonstrates support of management and decisions and build a positive culture
Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
Qualification
Required
BS Degree in Accounting
CPA or Enrolled Agent (EA) certification is required
8+ years of technical tax experience in public accounting, or related field, 3 in managerial role
Ability to manage all aspects of client engagements
Prior experience with CCH Axcess, Sureprep, XCM and/or similar software as well as MS Office
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Demonstrated leadership and supervisory ability, strong operational and project management skills
Preferred
Master's degree in Taxation or related field highly preferred
Benefits
Comprehensive medical, dental, and vision
Unlimited discretionary paid time-off
Competitive retirement savings plan
Tuition assistance
In-house education programs
Opportunities for community involvement
Company
KLR
KLR is an accounting company that specializes in accounting and business consulting services.
201-500 employees
H1B Sponsorship
KLR has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
Lynn Baril
Chief Technology Officer
D
Deborah A. Jackson
Chief Financial Officer
Recent News
Providence Business News
2023-09-24
Providence Business News
2022-12-16
2022-11-27
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