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KLR · 3 months ago

Tax Manager - Private Client Services

Boston, Boston, MA, US

Full-time

Hybrid

Senior Level

$120K/yr - $145K/yr

6+ years exp

KLR is a leading New England Regional Public Accounting Firm, consistently ranked among the Top 100 firms in the United States. The Tax Manager will provide tax and consulting services to high net worth clients while managing and developing the local Private Client Services practice.

ConsultingInformation TechnologyLegal

Growth Opportunities

H1B Sponsor Likely

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

Communicating complex tax issues to non-tax professionals and clients

Qualification

CPA certificationTechnical tax experienceIndividual taxationTax planning strategiesPublic accounting managementManage multiple tasksClient relationship managementInterpersonal skillsCommunication skills

Required

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

6+ years of technical tax experience in public accounting

Strong experience with individual taxation (high net worth)

CPA 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

Benefits

Health and dental insurance

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.

Founded in 1975

Boston, Massachusetts, USA

201-500 employees

http://kahnlitwin.com

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 Stage

Leadership Team

Lynn Baril

Chief Technology Officer

Deborah A. Jackson

Chief Financial Officer

Recent News

Providence Business News

At KLR, growth means learning to adapt

2023-09-24

Providence Business News

Oliveira elected leader of KLR accounting firm

2022-12-16

PRLog

KLR24's flagship morning magazine attracts new sponsors

2022-11-27

Company data provided by crunchbase