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KLR

Tax Manager - Private Client Services

KLR, Boston, Massachusetts, us, 02298

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KLR provided pay range This range is provided by KLR. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Director of Talent Acquisition at KLR, Top 100 Accounting Firm || Tax, Audit, Accounting, Executive Search || Best Place to Work KLR is a leading New England Regional Public Accounting Firm, consistently ranked among the Top 100 firms in the United States. With more than 350 professionals across eight office locations—including Andover, Boston, Bradenton, Lausanne, Newport, Pawtucket, Providence, and Waltham—KLR delivers assurance, tax, and business advisory services to private and publicly held companies nationwide and abroad. Recognized as a Best Place to Work for 19 years, KLR is committed to fostering a culture of collaboration, growth, and innovation.

We are seeking a Tax Manager to join our Private Client Services Team in our Boston office on a flexible hybrid basis.

Job Responsibilities

Technical planning and advising of high-net-worth clients that include high-profile individuals/families, as well as high their associated private entities (including C-Corp, S-Corp, Trusts, and Partnerships)

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.

Job Qualifications

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

5+ years of technical tax experience in public accounting

Strong experience with individual taxation (high net worth)

CPA or EA certification 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.

KLR is committed to work/life balance, and offers a comprehensive compensation and benefits package, including:

Unlimited Paid Time Off

18 Paid Holidays

401k Employer Funded Match

Tuition Assistance & CPA prep costs

Mentorship program and professional leadership development

Competitive referral programs for prospective talent and clients

Pay Range:

The salary range for this position is included below. Individual salaries within this range do not include benefits and bonus potential, and are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location.

$120,000.00 - $145,000.00

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Accounting/Auditing

Industries

Accounting

Boston, MA $130,000 - $150,000 2 weeks ago

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