Senior Tax Manager

2 weeks ago

Middletown, United States Kahn Litwin Renza Full time
KLR is one of the fastest growing accounting and professional services firms in New England. We are seeking a Senior Tax Manager to join our Private Client Services (PCS) Group in a flexible hybrid capacity, out of our Providence, Newport, Boston or Waltham offices.

KLR is ranked as one of the Top 100 accounting and business consulting firms in the United States. KLR operates four (4) offices in MA and RI and has more than 280 professionals.

The PCS 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 Private Client Services practice.

Job 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
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
  • Bachelor’s or Master's degree in Accounting or Tax
  • CPA, EA, or JD certification required
  • 8+ 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)
  • 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.

We are looking for a candidate to work full time. Normal hours are Monday through Friday 8:30 am to 5:30 pm with increased hours during our peak season: February through April and September through October. These periods require increasing normal weekly hours, which include weekends.

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 18 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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