KLR ยท 1 month ago
Senior Tax Manager - High Net Worth
Boston, Boston, MA, 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 provide tax and consulting services to high net worth clients while managing and growing the local High Net Worth practice.
ConsultingInformation TechnologyLegal
Responsibilities
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
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
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
Required
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
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.
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
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2023-09-24
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