Senior Tax Manager - Private Client Services
KLR, Boston, MA, United States
KLR is one of the largest full-service CPA and business advisory firms in New England and is ranked amongst the Top 100 firms in the United States. From our offices in Andover, Boston, Lausanne, Newport, and Providence, the 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.
Due to growth we are seeking a Senior Tax Manager to join our Private Client Services team, to be based in our, Boston, Providence, or Newport offices on a flexible hybrid basis.
Responsibilities
Technical planning and advising of clients that include high-net-worth individuals and families, as well as private entities (C-Corp, S-Corp, Partnerships, and Trusts) delivering proactive and strategic tax solutions
Review complex estate (Form 706), gift (Form 709), and fiduciary (Form 1041) tax returns, including related schedules, forms, and fiduciary accounting
Serve as a trusted advisor and role model for clients and team members across multiple service lines, fostering collaboration and building a strong internal and external network
Ensure timely filing of all client-related tax returns and deliverables, maintaining a high standard of quality and compliance
Respond to federal and state tax notices and represent clients in audits and examinations, serving as a confident and knowledgeable advocate
Lead, coach, and develop a high-performing team, providing ongoing mentorship, technical guidance, and performance feedback with a focus on quality and commercial value
Manage multiple estate, gift, and fiduciary tax engagements simultaneously, ensuring efficient execution and exceptional client service
Build and maintain long‑term client relationships by understanding client goals and delivering tailored, value‑added service
Communicate complex tax concepts clearly and effectively to clients and non‑tax professionals
Drive business development initiatives by identifying opportunities within existing client relationships and cultivating new prospects through networking and market presence
Contribute to practice growth through active participation in proposals, client expansion strategies, and cross‑selling of firm services
Qualifications
Bachelor’s or Master’s degree in Accounting or Taxation
8+ years of technical tax experience in public accounting, 3+ in a managerial role
Strong experience with individual taxation (high net worth)
CPA, EA or JD certification is required
Researching tax issues to develop effective tax planning strategies
Excellent interpersonal and communication skills (both verbal and written)
Familiarity and willingness to perform all types of tax work from entity to individual
Developed public accounting management experience
Proficiency with tax and accounting technology; experience with CCH Axcess, SurePrep, and XCM is highly preferred.
At KLR, your career, and your life outside of work, matter. Our benefits package includes:
Unlimited Paid Time Off
so you can actually recharge
18 Paid Holidays , giving you built‑in rest throughout the year
Employer‑Matched 401(k)
to invest in your future
Tuition Assistance + CPA Exam/Prep Support
to accelerate your growth
Mentorship & Leadership Development Programs
designed to elevate your career
Robust Referral Bonuses
for helping us grow our team and client base
Pay Range The salary range for this position is included below. Individual salaries within this range do not include benefits and bonus potential, and are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location.
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Due to growth we are seeking a Senior Tax Manager to join our Private Client Services team, to be based in our, Boston, Providence, or Newport offices on a flexible hybrid basis.
Responsibilities
Technical planning and advising of clients that include high-net-worth individuals and families, as well as private entities (C-Corp, S-Corp, Partnerships, and Trusts) delivering proactive and strategic tax solutions
Review complex estate (Form 706), gift (Form 709), and fiduciary (Form 1041) tax returns, including related schedules, forms, and fiduciary accounting
Serve as a trusted advisor and role model for clients and team members across multiple service lines, fostering collaboration and building a strong internal and external network
Ensure timely filing of all client-related tax returns and deliverables, maintaining a high standard of quality and compliance
Respond to federal and state tax notices and represent clients in audits and examinations, serving as a confident and knowledgeable advocate
Lead, coach, and develop a high-performing team, providing ongoing mentorship, technical guidance, and performance feedback with a focus on quality and commercial value
Manage multiple estate, gift, and fiduciary tax engagements simultaneously, ensuring efficient execution and exceptional client service
Build and maintain long‑term client relationships by understanding client goals and delivering tailored, value‑added service
Communicate complex tax concepts clearly and effectively to clients and non‑tax professionals
Drive business development initiatives by identifying opportunities within existing client relationships and cultivating new prospects through networking and market presence
Contribute to practice growth through active participation in proposals, client expansion strategies, and cross‑selling of firm services
Qualifications
Bachelor’s or Master’s degree in Accounting or Taxation
8+ years of technical tax experience in public accounting, 3+ in a managerial role
Strong experience with individual taxation (high net worth)
CPA, EA or JD certification is required
Researching tax issues to develop effective tax planning strategies
Excellent interpersonal and communication skills (both verbal and written)
Familiarity and willingness to perform all types of tax work from entity to individual
Developed public accounting management experience
Proficiency with tax and accounting technology; experience with CCH Axcess, SurePrep, and XCM is highly preferred.
At KLR, your career, and your life outside of work, matter. Our benefits package includes:
Unlimited Paid Time Off
so you can actually recharge
18 Paid Holidays , giving you built‑in rest throughout the year
Employer‑Matched 401(k)
to invest in your future
Tuition Assistance + CPA Exam/Prep Support
to accelerate your growth
Mentorship & Leadership Development Programs
designed to elevate your career
Robust Referral Bonuses
for helping us grow our team and client base
Pay Range The salary range for this position is included below. Individual salaries within this range do not include benefits and bonus potential, and are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location.
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