Remote PCS Senior Tax Manager

Overview

A nationally recognized Top 25 public accounting and advisory firm is seeking a Private Client Services (PCS) Tax Manager to join its growing practice. This fully remote role is ideal for a tax professional experienced in advising high-net-worth individuals and families, who wants to maintain meaningful client relationships and leadership responsibilities.

The firm serves a sophisticated client base including entrepreneurs, executives, family offices, and closely held businesses, offering a blend of compliance and strategic advisory work.

Responsibilities

• Manage and review complex individual, trust, estate, and gift tax returns
• Provide tax planning strategies related to wealth preservation, estate planning, and succession
• Serve as a primary point of contact for high-net-worth clients and their advisors
• Identify tax-saving opportunities and advise on multi-entity structures
• Conduct tax research and prepare technical memoranda on complex issues
• Mentor and develop staff and senior accountants through review and coaching
• Manage multiple engagements while meeting deadlines and maintaining quality standards
• Assist with IRS and state tax notices, audits, and client inquiries

Requirements

• CPA license required; MST or JD preferred
• 5–10+ years of public accounting experience focused on private client or high-net-worth individual taxation
• Strong experience with individual, fiduciary, estate, and gift taxation
• Knowledge of trust structures, wealth transfer strategies, and estate planning concepts
• Proven ability to manage client relationships and lead engagements
• Strong communication, analytical, and organizational skills
• Ability to thrive in a remote, collaborative environment

Compensation & Benefits

• Competitive base salary aligned with national PCS Tax Manager market rates
• Performance-based bonus opportunities
• Comprehensive benefits including medical, dental, and vision insurance
• 401(k) plan with employer match
• Generous paid time off and flexible work arrangements
• Professional development and continuing education support
• Long-term career growth within a leading private client services practice

Location

• Fully remote position; work from anywhere in the U.S.