Private Client Services (PCS) Family Office Specialist

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.

As a result of continued growth in our Private Client Services (PCS) Tax practice, KLR is seeking an Office Specialist to join our team in our Providence or Boston office on a hybrid or remote basis. As a Private Client Services Office Specialist at KLR, you will be part of a collaborative team, working closely with internal team members and our clients to deliver timely and high-quality reports and services in a fast-paced environment. 

Key Responsibilities:

PCS Family Office Work (Billable) 

• Make electronic tax payments through IRS Direct Pay and state websites
• Bill-pay for select family groups
• Prepare family bookkeeping and investment reporting
• Permanent file document organization and maintenance

PCS Tax Administrator 

• Processing tax returns of individuals and businesses for the PCS Group during peak tax season
• Organize and process client extensions – both in paper and E-file
• Log-in, organizing, and electronically scanning PCS clients' supporting documents
• Monitor PCS Due Date Lists for professional staff via workflow software (XCM)
• Prepare/Process tax engagement letters
• Assist in developing staff training materials
• Electronic and paper document management
• Process and mail client/tax authority correspondence

PCS Executive Assistant General Responsibilities  

• Provide administrative support to PCS Partners
• Assist partners in managing their schedules
• Team resource scheduling and staff availability
• Assist in maintaining databases, spreadsheets, project trackers, and templates

Other Duties: 

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. 

Qualifications:

• 3+ years prior experience in a public accounting tax operations or professional services setting
• High level of confidentiality and integrity
• Ability to work collaboratively with colleagues in a variety of roles
• Strong organization, critical thinking, and problem-solving skills.
• Good interpersonal skills, positive work ethic, and pride in workmanship.
• Advanced-level skills in the use of Microsoft Word and Excel
• Strong attention to detail, consistency, grammar, and punctuation.

This is a full-time position with standard hours of Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours, including some evenings and weekends, will be required during peak busy seasons.

Benefits 

KLR offers a wide range of benefits including: health and dental insurance, unlimited discretionary paid time-off and a competitive retirement savings plan. We offer tuition assistance, in-house training and 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 19 years by the Providence Business Journal and voted as a Top 100 Firm in the country by Accounting Today! 

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.