Senior Tax Manager - Private Client Services

Senior Tax Manager

KLR is one of the largest full-service CPA and business advisory firms in New England and is ranked amongst the Top 100 firms in the United States. From our offices in Andover, Boston, Lausanne, Newport, and Providence, the 350+ person firm provides assurance, tax, and business advisory services to private and publicly-held companies throughout the United States and abroad. Recognized as a Best Place to Work for 19 years, KLR is committed to fostering a culture of collaboration, growth, and innovation.

Due to growth we are seeking a Senior Tax Manager to join our High Net Worth practice, to be based in our Andover, Boston, Providence, or Newport offices on a flexible hybrid basis.

The Senior Tax Manager is responsible for providing tax and consulting services to our high net worth clients as well as managing, developing and growing the local High Net Worth practice.

Responsibilities:

• Technical planning and advising of clients that include high-net-worth individuals and families, as well as private entities (C-Corp, S-Corp, Partnerships, and Trusts) delivering proactive and strategic tax solutions
• Review complex estate (Form 706), gift (Form 709), and fiduciary (Form 1041) tax returns, including related schedules, forms, and fiduciary accounting
• Serve as a trusted advisor and role model for clients and team members across multiple service lines, fostering collaboration and building a strong internal and external network
• Ensure timely filing of all client-related tax returns and deliverables, maintaining a high standard of quality and compliance
• Respond to federal and state tax notices and represent clients in audits and examinations, serving as a confident and knowledgeable advocate
• Lead, coach, and develop a high-performing team, providing ongoing mentorship, technical guidance, and performance feedback with a focus on quality and commercial value
• Manage multiple estate, gift, and fiduciary tax engagements simultaneously, ensuring efficient execution and exceptional client service
• Build and maintain long-term client relationships by understanding client goals and delivering tailored, value-added service
• Communicate complex tax concepts clearly and effectively to clients and non-tax professionals
• Drive business development initiatives by identifying opportunities within existing client relationships and cultivating new prospects through networking and market presence
• Contribute to practice growth through active participation in proposals, client expansion strategies, and cross-selling of firm services

Qualifications:

• 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
• Developed public accounting management experience
• Proficiency with tax and accounting technology; experience with CCH Axcess, SurePrep, and XCM is highly preferred.

This is a full-time position with standard hours of Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours, including some evenings and weekends, will be required during peak busy seasons.

Pay Range:

$145,000.00 - $190,000.00

Benefits:

KLR offers a wide range of benefits including: health and dental insurance, paid time-off and a competitive retirement savings plan. We offer tuition assistance, in-house education programs and offer employees opportunities for community involvement.

Come join a firm who has recently been recognized as a "Best Place to Work" for 19 years by the Providence Business Journal and voted as a Top 100 Firm in the country by Accounting Today!

KLR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.