Tax Supervisor - Private Client Services jobs in United States
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KLR · 3 months ago

Tax Supervisor - Private Client Services

positionBoston, Boston, MA, US
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$90K/yr - $120K/yr
date4+ years exp

KLR is a leading New England Regional Public Accounting Firm, consistently ranked among the Top 100 firms in the United States. They are seeking a Tax Supervisor to join their Private Client Services team, responsible for technical planning, advising clients, preparing complex tax returns, and mentoring staff.

ConsultingInformation TechnologyLegal
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Technical planning and advising of clients that include high-profile individuals/families, as well as their related entities (including C-Corp, S-Corp, Trusts, and Partnerships)
Work on engagement deliverables (such as tax returns, work papers, etc.); participate in technical and strategic reviews as a member of the engagement team to ensure quality control standards are met; ensure on time delivery and on budget
Prepare or review complex tax returns including partnerships, high net worth individuals, trusts, estates, and foundations
Own client work assigned for completion
Strategize with Managers regarding tax planning
Research tax issues and providing guidance to other staff assigned to engagement
Work closely with less-experienced staff, and assist management in mentoring, coaching, training, supervising, and evaluating staff
Foster a team environment; demonstrate support of management and decisions and build a positive culture
Communicating complex tax issues to non-tax professionals and clients

Qualification

Technical tax experienceIndividual taxationCPA certificationResearching tax issuesPublic accounting managementManage multiple tasksClient-ready insightsTrusted advisorInterpersonal skillsCommunication skills

Required

Bachelor's Degree in Accounting
4+ 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)
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

Preferred

CPA certification or EA is highly preferred

Benefits

Health and dental insurance
Paid time-off
A competitive retirement savings plan
Tuition assistance
In-house education programs
Opportunities for community involvement

Company

KLR

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KLR is an accounting company that specializes in accounting and business consulting services.
dateFounded in 1975
location
Boston, Massachusetts, USA
people-size201-500 employees
web-link
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

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Lynn Baril
Chief Technology Officer
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D
Deborah A. Jackson
Chief Financial Officer
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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