KLR is a Top 100 Accounting Firm and one of the fastest growing professional services firms in New England. Due to growth, we are seeking a Tax Manager to join our Not for Profit group, out of any of our offices in Massachusetts or Rhode Island, on a flexible hybrid basis.
Position Description:
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 financial engagement review.
Ensure quality control standards are met; ensure on time delivery and on budget.
Work collaboratively with team members to and provide advice to clients regarding exempt organization and tax return issues.
Utilize tax preparation software to prepare, review and process complex tax returns.
Prepare and review forms 990, 990-PF and 990-T in an efficient and effective manner.
Ensure both that clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens.
Comply with all firm policies, and standards and ensure that client service teams are also in compliance.
Ability to manage multiple clients and deadlines to match internal and client expectations for timely delivery of service.
Knowledge and ability to apply current tax practices
Identify when research is needed; clearly and concisely frame issues to be researched; clearly and concisely report and communicate the analysis
Provide timely and constructive feedback to client engagement team members.
Develop, train and supervise associate and supervisor level team members.
Work closely with tax partners to satisfy the needs with planning compliance.
Position Requirements:
BS Degree in Accounting
Master's degree in Taxation or related field preferred
CPA, CPA track, Enrolled Agent or equivalent certification is preferred
5+ years of federal exempt organizations tax experience
Public Accounting Tax experience preferred
Strong skills in reviewing and compliance skills regarding 990, 990-PF and 990-T information returns.
Ability to manage all aspects of client engagements and related expectations.
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
KLR is committed to work/life harmony, and offers a comprehensive compensation and benefits package, including:
Unlimited Paid Time Off
401k Employer Funded Match
Tuition Assistance & CPA prep costs
Mentorship program and professional leadership development
Competitive referral programs for prospective talent and clients