Tax Manager - Private Client Services
Not Disclosed•Full-TimeHybrid
location_on916, Chalkstone Avenue, Providence, Providence County, Rhode Island, 02908, United States
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 team provides assurance, tax, and business advisory services to private and publicly-held companies throughout the U.S. 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 on a flexible hybrid basis. In this role, you will serve as a trusted advisor and role model for high net worth clients while managing, developing, and growing the local Private Client Services practice. You will build effective long-term relationships by understanding unique client needs to provide tailored services, communicating complex tax issues to non-tax professionals, and representing clients in potential tax audits.
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
916, Chalkstone Avenue, Providence, Providence County, Rhode Island, 02908, United States
Providence, Rhode Island
Key Responsibilities
- check_circleEnsure timely filing of all client-related tax returns and documents
- check_circleBuild effective long-term client relationships to provide tailored tax services
- check_circleResearch tax issues to develop effective tax planning strategies
- check_circleReview complex estate, gift, and fiduciary income tax returns and related schedules
- check_circleManage multiple estate, gift, and fiduciary client tax engagements simultaneously
- check_circleCoach and develop a highly trained team while maintaining quality and commercial value
- check_circleProvide technical tax planning and advising for private entities and high-net-worth individuals
- check_circleRespond to federal and state tax notices and represent clients in potential tax audits
- check_circleCommunicate complex tax issues clearly to non-tax professionals and clients
Requirements
- verifiedBachelor's or Master's degree in Accounting or Tax
- verified6+ years of technical tax experience in public accounting
- verifiedStrong experience with individual taxation (high net worth)
- verifiedCPA certification is required
- verifiedDeveloped public accounting management experience
Benefits & Perks
check_circleHealth and dental insurancecheck_circlePaid time-offcheck_circleCompetitive retirement savings plancheck_circleTuition assistancecheck_circleIn-house education programscheck_circleOpportunities for community involvement
Similar Job Opportunities
Skills, education and keywords
Skills: Cpa Certification, Individual Taxation, Tax Planning, Estate Tax, Gift Tax, Fiduciary Tax, Form 706, Form 709, Form 1041.
Education: Bachelor's degree in Accounting or Tax required; Master's degree in Accounting or Tax required.
Frequently asked questions about Tax Manager - Private Client Services at KLR
What does a Tax Manager - Private Client Services at KLR do?expand_more
Day-to-day, the Tax Manager - Private Client Services at KLR will ensure timely filing of all client-related tax returns and documents; build effective long-term client relationships to provide tailored tax services; research tax issues to develop effective tax planning strategies; and review complex estate, gift, and fiduciary income tax returns and related schedules.
What are the requirements for this Tax Manager - Private Client Services role?expand_more
To qualify for the Tax Manager - Private Client Services at KLR position, applicants should have: Bachelor's or Master's degree in Accounting or Tax; 6+ years of technical tax experience in public accounting; Strong experience with individual taxation (high net worth); CPA certification is required; and Developed public accounting management experience.
Where is the Tax Manager - Private Client Services role at KLR located?expand_more
Tax Manager - Private Client Services at KLR is based in 916, Chalkstone Avenue, Providence, Providence County, Rhode Island, 02908, United States. This is a hybrid role.
Is this Tax Manager - Private Client Services job remote, hybrid, or on-site?expand_more
KLR has listed this Tax Manager - Private Client Services role as hybrid.
How much experience is required for this Tax Manager - Private Client Services role?expand_more
Tax Manager - Private Client Services at KLR typically requires 6+ years of relevant experience at the senior level.
What skills do you need for the Tax Manager - Private Client Services role at KLR?expand_more
Key skills for Tax Manager - Private Client Services at KLR include Cpa Certification; Individual Taxation; Tax Planning; Estate Tax; Gift Tax; Fiduciary Tax; Form 706; and Form 709.
What education is required for Tax Manager - Private Client Services at KLR?expand_more
Educational requirements for this role: Bachelor's degree in Accounting or Tax required; and Master's degree in Accounting or Tax required.
What category does the Tax Manager - Private Client Services role belong to?expand_more
Tax Manager - Private Client Services at KLR is part of the accounting & finance job category on Recrutus.