Senior Tax Manager - Private Client Services
Not Disclosed•Full-TimeHybrid
location_on199, Atlantic Drive, Middletown, Newport County, Rhode Island, 02842, United States
About KLR
KLR is one of the largest full-service CPA and business advisory firms in New England, ranked amongst the Top 100 firms in the United States. With offices in Andover, Boston, Lausanne, Newport, and Providence, our 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.
About the Role
Due to continued growth, we are seeking a Senior Tax Manager to join our High Net Worth practice. This role is designed to provide strategic tax and consulting services to high net worth clients while managing, developing, and growing the local High Net Worth practice. You will serve as a trusted advisor and role model for both clients and team members, fostering collaboration across multiple service lines.
In this position, you will lead a high-performing team, providing ongoing mentorship and technical guidance with a focus on quality and commercial value. The role requires managing multiple estate, gift, and fiduciary tax engagements simultaneously, ensuring efficient execution and exceptional client service. You will drive business development by identifying opportunities within existing client relationships and cultivating new prospects through networking and market presence.
Work Environment
This is a full-time position based in our Andover, Boston, Providence, or Newport offices on a flexible hybrid basis. While standard hours are 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.
Equal Opportunity
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.
Work location
Work model: Hybrid
199, Atlantic Drive, Middletown, Newport County, Rhode Island, 02842, United States
Middletown, Rhode Island
Key Responsibilities
Similar Job Opportunities
Skills, education and keywords
Skills: C-Corp, S-Corp, Partnerships, Trusts, Form 706, Form 709, Form 1041, Cpa, Ea, JD.
Education: Bachelor's degree in Accounting or Taxation required; Master's degree in Accounting or Taxation required.
Frequently asked questions about Senior Tax Manager - Private Client Services at KLR
What does a Senior Tax Manager - Private Client Services at KLR do?expand_more
In this Senior Tax Manager - Private Client Services at KLR role, you will provide technical tax planning and strategic solutions for high-net-worth individuals and private entities; review complex estate, gift, and fiduciary tax returns including related schedules and accounting; represent clients in federal and state audits and respond to tax notices; and lead, coach, and develop a high-performing team through mentorship and performance feedback.
What are the requirements for this Senior Tax Manager - Private Client Services role?expand_more
KLR is looking for candidates who meet the following requirements: Bachelor's or Master's degree in Accounting or Taxation; 8+ years of technical tax experience in public accounting; 3+ years in a managerial role; Strong experience with individual taxation (high net worth); CPA, EA or JD certification required; and Proficiency with CCH Axcess, SurePrep, and XCM highly preferred.
Where is the Senior Tax Manager - Private Client Services role at KLR located?expand_more
Senior Tax Manager - Private Client Services at KLR is based in 199, Atlantic Drive, Middletown, Newport County, Rhode Island, 02842, United States. This is a hybrid role.