Tax Senior Manager, Private Client Services

In this role you drive tax compliance and advisory work for high net worth clients, focusing on personal income, estate, and wealth-structuring strategies. You will lead engagements, coordinate with clients and colleagues, and expand service opportunities across the firm. You'll mentor teams, manage KPI-driven performance, and help shape cross-functional tax solutions. This position offers a chance to influence client outcomes within a collaborative, ESOP-enabled culture.

• ESOP
• Total Rewards benefits
• flexibility and opportunities for advancement
• culture focused on meaningful connections and curiosity
• employee development and training

• Review basic to complex individual and other tax returns
• Research and document analysis findings
• Direct interaction with clients and their advisors
• Communicate project status to supervisors, teams and clients
• Assist with billing, collections, and training activities
• Manage client engagements, supervise and review team work
• Pursue advanced tax knowledge through engagements and developments
• Identify tax planning and consulting opportunities
• Participate in business development and networking
• Monitor KPIs for the business line
• Involve firm specialists to expand cross-service opportunities
• Other duties as required
• Supervise, train, and manage associates and senior associates
• Provide review comments and feedback on work
• Train on software/tools and PCS methodology
• Schedule and manage workload
• Act as Career Advisor and provide feedback

• Bachelor's degree in Accounting
• Seven or more years of public accounting and private client services experience
• CPA or Licensed Attorney
• Master's in Accounting or Taxation, preferred
• JD or LLM in Taxation, preferred
• Gosystems and BNA Tax Planner, preferred
• Microsoft Office Suite, preferred

• Excellent verbal and written communication
• Detail-oriented
• Strong analytical and critical thinking
• Gosystems
• BNA Tax Planner
• Microsoft Office Suite