Tax Manager - Private Client Services (PCS)

Company: Kahn, Litwin Renza & Co (KLR)
Location: Middletown
Posted on: August 7, 2022

Job Description:

This website is AudioEye enabled and is being optimized for accessibility. To open the AudioEye Toolbar, press shift + =. The toolbar contains the followingThe AudioEye Help Desk to report accessibility and usability related issues.The AudioEye Certification Statement to explain the ongoing web accessibility and usability enhancements for this website.The Player tool to listen to this site read aloud. The Player is not intended as a substitute for your screen reader. If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Active - Regular full-time Management Boston, Boston, MA, US 8 days ago Requisition ID: 1136

• 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 -
• 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 -Qualifications:
  • Bachelor's or Master's Degree in Accounting or Tax
  • 6+ years of public accounting experience with an emphasis on taxation
  • CPA License
  • Strong experience with Individual Taxation (High Net Work clients)
  • 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 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 16 years by the Providence Business Journal and voted as a Top 100 Firm in the country by Accounting Today!We are looking for a candidate to work full time. Normal hours are Monday through Friday 8:30 AM to 5:30 PM with increased hours during our peak season: January through April and August through October. These periods require increasing normal weekly hours, which include weekends. 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.

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