Serve as client’s trusted advisor, demonstrate knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
Manage staff on engagement deliverables (such as tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
Understand the client’s organization, procedures and internal policies
Review complex tax returns including partnerships, high net worth individuals, trusts & estates, and foundations
Understand clients’ goals and needs and servicing clients directly
Own client relationships and work
Strategize with Managing Directors regarding tax planning
Provide clients’ with recommendations and guidance on how to achieve their goals and assist in identifying opportunities for growth with clients
Research tax issues and providing guidance to clients
Work closely with staff, and assist senior management in mentoring, coaching, training, supervising, and evaluating staff
Foster a team environment; demonstrates support of management and decisions and build a positive culture
Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this job. Duties, responsibilities and activities may change from time to time with notice whenever possible, but not guaranteed.
Bachelor’s degree in Accounting
Master’s degree in Taxation or related field preferred
7+ years of technical tax experience in public accounting, or related field, 2 in managerial role
CPA or equivalent certification is a must
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Demonstrated leadership and supervisory ability, strong operational and project management skills
Proficient use of applicable technology
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.
3 openings. Telecommuting is allowed.
KLR is one of the fastest growing accounting firms in New England. KLR is ranked as one of the top one hundred accounting and business consulting firms in the United States. KLR operates four (4) offices in MA and RI and has more than 230 professionals.
KLR is a great Firm for individuals to begin and grow their careers. We offer flexibility, four office locations and community involvement, including health benefits, 401(k) and everything in between. We have a Mentor Program to develop and train future leaders and we have an internal education program through KLR University.