Private Tax - FPW - Seasonal Senior Manager

Overview

This fixed-term seasonal role is with the organization’s Tax Compliance team, delivering tax services to high-net-worth individuals. The position supports clients as they work toward financial planning and wealth transfer goals, applying technical tax expertise and strong problem-solving skills within a dynamic, supportive environment.

Fixed-term seasonal employees work for a defined period (3–6 months at a time) at a specific level as part of an engagement team, serving clients across a variety of industries. Seasonal engagements align with key periods (Summer/Fall or Winter/Spring). Based on business needs and performance, returning invitations for future engagements may be offered.

Responsibilities

• Provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses
• Lead strategic tax advisory projects, applying industry knowledge to deliver quality results
• Navigate complex tax regulations to optimize client tax positions and strategies
• Manage and coach teams to solve complex tax-related challenges and drive project success
• Use systems thinking to identify underlying tax problems and opportunities for clients
• Craft and convey clear, impactful messages that communicate a holistic story to clients
• Validate outcomes with clients, share alternative perspectives, and act on client feedback
• Direct teams through complex situations, demonstrating composure and sound judgment
• Develop and sustain high-performing, diverse, and inclusive teams within the tax services domain
• Initiate open and honest coaching conversations to enhance team effectiveness and growth

Requirements

• At least a Bachelor’s degree
• At least 6 years of experience
• At least one of the following:
  • Certified Public Accountant
  • Member of the Bar
  • Other tax, technology, or finance-specific credentials may qualify for this opportunity

Preferred Qualifications

• Advanced skills in tax compliance and consulting
• Strong strategic planning and analytical thinking
• Experience in corporate tax planning and direct tax
• Experience in partnership tax and wealth structuring
• Experience leading teams through complex tax legislation and compliance
• Proven ability to craft impactful messages that communicate a holistic story
• Demonstrated systems thinking to identify opportunities and challenges

Compensation & Benefits

• Salary range: $124,000 - $335,000
• Actual compensation within the range will depend on skills, experience, qualifications, location, and applicable employment laws.
• All hired individuals are eligible for an annual discretionary bonus.
• Benefits include medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.

Location

Location is not specified in the posting.