2 Senior Tax Manager - Private Client Services Jobs in Middletown, RI
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Senior Tax Manager - Private Client Services
$127k-168k (estimate)
Full Time | Business Services
1 Week Ago
KLR is Hiring a Senior Tax Manager - Private Client Services Near Middletown, RI
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
Job Qualifications
BenefitsKLR 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 17 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.
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 private entities (including C-Corp, S-Corp, Trusts, and Partnerships) as well as high-profile individuals/families.
- 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 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
- Communicating complex tax issues to non-tax professionals and clients
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.
BenefitsKLR 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 17 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.
Job Summary
JOB TYPE
Full Time
INDUSTRY
Business Services
SALARY
$127k-168k (estimate)
POST DATE
05/19/2024
EXPIRATION DATE
07/02/2024
WEBSITE
kahnlitwin.com
HEADQUARTERS
BOSTON, MA
SIZE
200 - 500
FOUNDED
1975
CEO
SAHIL AGGARWAL
REVENUE
<$5M
INDUSTRY
Business Services
Related Companies
About KLR
KLR ACCOUNTS LTD is an accounting company based out of ALDRETH PEARCROFT ROAD STONEHOUSE, GLOUCS, United Kingdom.
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