Tax Manager

3 weeks ago


Waltham, Massachusetts, United States Kahn Litwin Renza Full time

Kahn Litwin Renza is a leading accounting firm in New England, recognized for its expertise in tax and consulting services. We are seeking a highly skilled Tax Manager to join our team in our Providence, Boston, Waltham, or Newport offices.

The ideal candidate will have a strong background in individual taxation, with experience in managing complex estate, gift, and fiduciary tax engagements. They will be responsible for providing tax planning and advisory services to high net worth clients, as well as managing and developing the local Private Client Services practice.

Key Responsibilities:

  • Technical planning and advising of clients, including private entities and high-profile individuals/families.
  • Trusted advisor and role model for clients and colleagues across multiple teams.
  • Ensure timely filing of client-related tax returns and documents.
  • Respond to federal and state tax notices and represent clients in tax audits.
  • Coach and develop a highly trained team, focusing on quality and commercial value.
  • Manage multiple Estate, Gift, and Fiduciary client tax engagements simultaneously.
  • Review complex estate, gift, and fiduciary income tax returns, including related tax schedules and forms.
  • Build effective long-term relationships with clients, understanding their unique needs to provide tailored services.
  • Communicate complex tax issues to non-tax professionals and clients.

Other Duties: Please note that this job description is not designed to cover all activities, duties, or responsibilities required for this role. Duties and responsibilities may change over time with notice whenever possible.

Qualifications:

  • Bachelor's or Master's degree in Accounting or Tax.
  • 6+ years of technical tax experience in public accounting.
  • Strong experience with individual taxation, including high net worth clients.
  • CPA certification is required.
  • Excellent interpersonal and communication skills.
  • Familiarity with all types of tax work, from entity to individual.
  • Ability to manage multiple high-level work simultaneously.
  • Ability to translate complex data into client-ready insights and deliverables.
  • Developed public accounting management experience.

KLR offers a wide range of benefits, including health and dental insurance, paid time-off, and a competitive retirement savings plan. We also offer tuition assistance, in-house education programs, and opportunities for community involvement. Kahn Litwin Renza is an equal opportunity employer, committed to diversity and inclusion in the workplace.


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