Senior Tax Manager, Private Client Services/HNWI

Overview

A Top 20 CPA and advisory firm with over 40 U.S. office locations and international presence is seeking a Senior Tax Manager for Private Client Services/High Net Worth Individuals (HNWI). This role focuses on providing expert tax planning, compliance, and consulting services to high-profile clients while driving strategic business development in the local market.

Responsibilities

• Develop and implement business development strategies to acquire new clients in the region
• Act as the primary contact for high-profile clients, delivering tailored tax planning, compliance, and consulting services
• Stay informed on industry trends, tax laws, and regulations to provide innovative tax solutions
• Mentor and develop junior staff, promoting a culture of learning, growth, and collaboration within the tax department

Requirements

• CPA or other relevant credentials required
• Recent experience working in a public accounting firm
• Minimum of 10 years of federal tax consulting and/or compliance experience in public accounting, preferably within the Private Client/HNWI sector
• Extensive knowledge of individual taxation; partnership and fiduciary experience preferred
• Proven track record in business development
• Strong communication and leadership skills with the ability to build and maintain client relationships
• Excellent analytical and problem-solving skills with attention to detail
• Proficiency with tax software and technology
• Bachelor’s degree in Accounting required
• Master’s degree in Taxation preferred

Compensation & Benefits

• Salary range: $125,000 - $227,999 per year (actual salary may vary within or outside this range depending on experience and qualifications)
• Medical, dental, and vision insurance effective from the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401(k) plan with profit sharing
• Nine or more holidays plus discretionary time off
• Parental leave for both primary and secondary caregivers
• Tuition assistance and CPA support programs with cash incentives upon completion
• Discretionary incentive compensation based on firm, group, and individual performance
• Incentive compensation related to new client origination
• Wellness program
• Flexible work environment including remote and hybrid options

Location

Multiple U.S. office locations with options for remote and hybrid work environments.

Additional Information

• The application window is open until August 31, 2026, and may be extended as needed.
• The employer is an Equal Opportunity Employer committed to diversity and inclusion, considering all qualified applicants without regard to race, color, religion, national origin, sex, pregnancy, sexual orientation, gender identity or expression, age, disability, genetic information, citizenship status, military service obligations, or any other protected category under applicable law.
• Artificial intelligence tools may be used to assist in the hiring process, but final decisions are made by human recruiters.