Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead tax planning for high-profile clients and manage complex tax returns.
- Company: Join KLR, a top 100 accounting firm known for its growth and workplace culture.
- Benefits: Enjoy unlimited PTO, 401k match, tuition assistance, and a supportive mentorship programme.
- Why this job: Be a trusted advisor while building a diverse network in a collaborative environment.
- Qualifications: Requires a degree in Accounting or Tax, CPA/EA certification, and 6+ years of experience.
- Other info: Flexible hybrid work model available from our Boston office.
The predicted salary is between 100000 - 140000 £ per year.
1 day ago Be among the first 25 applicants
KLR is ranked as one of the Top 100 accounting and business consulting firms in the United States. It operates eight offices in Florida, Massachusetts, Rhode Island, China and Switzerland and has more than 350 professionals. KLR is one of the fastest-growing accounting firms in New England and has been recognized as a Best Place to Work for 19 consecutive years.
Due to growth, we are seeking a Tax Manager to join our Private Client Services Group, based out of our Boston, MA office on a flexible hybrid basis.
Job Responsibilities
- Technical planning and advising of clients that include high-profile individuals/families, as well as high their associated private entities (including C-Corp, S-Corp, Trusts, and Partnerships)
- Review complex estate (Form 706), gift (Form 709), and fiduciary (Form 1041) income tax returns, including related tax schedules, forms and fiduciary accounting documents.
- 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.
- 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.
- Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service.
Job 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 (high net worth)
- CPA or EA certification 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
- 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.
KLR is committed to work/life harmony, and offers a comprehensive compensation and benefits package, including:
- Unlimited Paid Time Off
- 18 Paid Holidays
- 401k Employer Funded Match
- Tuition Assistance & CPA prep costs
- Mentorship program and professional leadership development
- Competitive referral programs for prospective talent and clients
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Accounting/Auditing
-
Industries
Accounting
Referrals increase your chances of interviewing at KLR by 2x
Inferred from the description for this job
Medical insurance
401(k)
Tuition assistance
Paid maternity leave
Paid paternity leave
Vision insurance
Get notified when a new job is posted.
Sign in to set job alerts for “Tax Manager” roles.
Tax Manager, Small Businesses & Individuals
Acton, MA $50,000.00-$100,000.00 6 days ago
Boston, MA $140,000.00-$200,000.00 22 hours ago
Boston, MA $140,000.00-$200,000.00 22 hours ago
Boston, MA $125,000.00-$160,000.00 3 days ago
Director, Corporate Income Tax Compliance
Boston, MA $120,000.00-$170,000.00 2 hours ago
Andover, MA $125,000.00-$160,000.00 3 days ago
Concord, NH $125,000.00-$160,000.00 3 days ago
Tax Manager / Sr Manager – Family Office
Warwick, RI $130,000.00-$180,000.00 1 day ago
Greater Boston $140,000.00-$185,000.00 3 weeks ago
Senior Director, Global Tax Reporting and Operations (HYBRID or REMOTE)
Boston, MA $90,000.00-$115,000.00 4 days ago
Newton, MA $150,000.00-$170,000.00 6 days ago
Boston, MA $55,000.00-$75,000.00 2 weeks ago
Tax Senior (Hybrid/Remote) ($90k – $115k)
Concord, NH $90,000.00-$115,000.00 1 week ago
Boston, MA $130,000.00-$145,000.00 3 days ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Tax Manager - Private Client Services employer: KLR
Contact Detail:
KLR Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Manager - Private Client Services
✨Tip Number 1
Network with professionals in the accounting field, especially those who work in private client services. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at KLR.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and trends affecting high-net-worth individuals and families. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed multiple tax engagements in the past. Highlight your ability to handle complex tax issues and your experience in coaching and developing team members.
✨Tip Number 4
Research KLR's values and recent achievements, particularly their recognition as a Best Place to Work. Tailor your conversations during interviews to reflect how your personal values align with theirs, showcasing your enthusiasm for joining their team.
We think you need these skills to ace Tax Manager - Private Client Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in tax management, especially with high-net-worth individuals and complex tax returns. Use specific examples that demonstrate your expertise in estate, gift, and fiduciary tax matters.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role at KLR and how your background aligns with their needs. Mention your CPA or EA certification and your ability to manage multiple engagements simultaneously, showcasing your leadership skills.
Showcase Your Interpersonal Skills: Since the role involves building long-term relationships with clients, emphasise your excellent communication skills. Provide examples of how you've successfully collaborated with teams and clients in previous roles.
Highlight Your Technical Expertise: Detail your technical tax experience, particularly in public accounting. Discuss any specific tax planning strategies you've developed and how you've responded to tax notices or audits, as this is crucial for the position.
How to prepare for a job interview at KLR
✨Showcase Your Technical Expertise
As a Tax Manager, you'll need to demonstrate your technical knowledge in tax planning and compliance. Be prepared to discuss your experience with complex estate, gift, and fiduciary tax returns, and provide examples of how you've successfully navigated challenging tax issues.
✨Emphasise Interpersonal Skills
KLR values strong interpersonal and communication skills. During the interview, highlight your ability to build long-term relationships with clients and colleagues. Share specific instances where your communication skills helped resolve a complex issue or improved client satisfaction.
✨Demonstrate Leadership Experience
Since the role involves coaching and developing a team, be ready to discuss your management experience. Talk about how you've mentored others in the past, the strategies you used to foster a collaborative environment, and the outcomes of your leadership efforts.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Prepare by thinking through potential tax scenarios you might encounter in the role, and outline your approach to resolving them. This will showcase your analytical skills and readiness for the challenges ahead.
