Tax Senior Manager - Private Client Services

What You’ll Do

• Serve as a key liaison between managers, senior managers, partners, clients, staff, and outside advisors throughout all phases of Private Client Services tax engagements.

• Manage tax engagements for high-net-worth individuals, families, trusts, estates, and related entities.

• Prepare and review individual, fiduciary, trust, estate, gift, and multi-state tax returns.

• Research and apply technical tax guidance related to individual taxation, fiduciary taxation, trusts, estates, and compliance matters.

• Serve as a main point of contact for multiple clients and manage tax-related communication with attorneys, brokers, trustees, and other third parties.

• Identify planning opportunities and support clients with tax strategies related to wealth transfer, estate planning, trust administration, and family financial matters.

• Review client information, assess tax implications, and coordinate with internal team members to deliver timely, accurate, and thoughtful client service.

• Monitor tax law changes and evaluate how new guidance may impact private clients, trusts, estates, and related planning strategies.

• Support client meetings and advisory conversations by preparing analysis, recommendations, and follow-up related to complex tax matters.

• Contribute to staff development by coaching, mentoring, and sharing technical knowledge through one-on-one teachable moments and regular feedback.

• Participate in business development by building relationships with key service providers, identifying opportunities with existing clients, and following through with new client leads.

What We Offer

• A large variety of client industries, allowing for diverse day‑to‑day tax projects

• Opportunities to build close, trusted relationships with clients

• An open environment that encourages new ideas and innovative methodologies

• Ongoing professional development and continuing education programs

• Access to multiple niche service and industry teams aligned with your interests

• A supportive, collaborative team environment

• A flexible work environment designed to support your professional and personal goals

• Opportunities for community involvement and impact

What You Bring

• Strong technical and analytical skills in private client tax services.

• Ability to manage deadlines and meet time constraints in a fast‑paced environment

• A relationship‑focused mindset with a passion for helping clients achieve their goals

• Desire to coach and develop tax associates through knowledge sharing

• Professional, inclusive demeanor that contributes to a positive team culture

• Willingness to support business development efforts

• 7+ years of experience in public accounting, tax consulting, or similar, with a focus on private client tax services.

• 5+ years of direct private client tax services experience

• Bachelor’s degree in accounting

• Active CPA license; CFP is a plus

• Working knowledge of Microsoft Office and tax preparation software

Pay

• The anticipated hiring range for this position is $132,200-$171,800 and is dependent on relevant experience, qualifications, and skills.

Benefits

• Comprehensive medical, dental, and vision coverage

• 401K, HSA, and FSA

• Eligibility for an annual performance bonus

• Disability and life assurance

• Generous Paid Time Off and Paid Care Leave

• Additional Programs and resources to support you and your family