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Boston, MA Providence, RI

Senior Tax Manager - Fiduciary & Individual Tax

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KLR is ranked as one of the Top 100 accounting and business consulting firms in the United States. It operates eight offices in Florida, Massachusetts, Rhode Island, China and Switzerland and has more than 325 professionals. KLR is one of the fastest-growing accounting firms in New England and has been recognized as a Best Place to Work for 19 consecutive years.

We are seeking a Senior Tax Manager to join our Fiduciary & Individual Tax Group, to be based in our Providence, Newport, or Boston, MA office on a flexible hybrid basis.

Job 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

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this job. Duties, responsibilities and activities may change from time to time with notice whenever possible, but not guaranteed.

Job Qualifications

  • BS Degree in Accounting
  • Master’s degree in Taxation or related field highly preferred
  • 8+ years of technical tax experience in public accounting, or related field, 3 in managerial role
  • CPA or Enrolled Agent (EA) certification is required
  • 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

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 seasons (February - April and August - October).

Benefits

KLR offers a wide range of benefits including: comprehensive medical, dental, and vision, unlimited discretionary 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.

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