Tax Senior Manager - Private Client Services

Overview

This role supports the Private Client Services (PCS) practice as a Tax Senior Manager. The position involves overseeing multiple client engagements, leading teams, and contributing to business development, marketing, and recruiting efforts. Office location offers flexibility, with the option to work fully remote.

Responsibilities

• Supervise a team, foster strong client relationships, and collaborate closely with Partners in an entrepreneurial environment focused on exceptional client service and technical excellence.
• Maintain clear visibility into engagement status, deadlines, and deliverables.
• Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely and accurate delivery of federal, state, and local returns.
• Proactively identify and resolve workflow, technical, or client-related delays.
• Apply comprehensive knowledge of hedge fund K-1 treatment, with strong understanding of trusts, estates, gifts, and charitable entities.
• Perform primary review of complex tax returns to ensure technical accuracy, proper documentation, and minimal rework, while identifying recurring issues and driving continuous improvement.
• Serve as a primary client contact by delivering proactive tax planning insights, responding to inquiries with clarity and urgency, and supporting client meetings and presentations.
• Monitor engagement budgets, realization, and team utilization; identify margin risks, scope creep, or inefficiencies, and implement solutions to improve performance and profitability.
• Cultivate and nurture relationships with clients, internal teams, and external stakeholders while promoting accountability and ownership across the engagement team.
• Provide coaching, training, and real-time feedback to staff; support recruiting, onboarding, and performance evaluation efforts; and contribute to continuous development of team capabilities.
• Leverage tax technology, data tools, and process improvements to enhance efficiency, quality, and scalability of service delivery.
• Participate in business development efforts, including identifying opportunities, supporting proposals, and expanding client relationships.
• Stay current on tax law changes and collaborate across the firm to ensure consistent, high-quality service delivery.

Requirements

• Bachelor’s Degree in Accounting or equivalent field is required.
• 10+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals.
• 8+ years of tax compliance, specialization in complex technical individual and business returns.
• Recent Public Accounting experience.
• CPA or IRS Enrolled Agent Certification required.

Preferred Qualifications

• Master’s Degree in Taxation or relevant field.
• Experience using GoSystems or CCH Axcess tax software.
• Experience acquiring new clients and growing a book of business.

Compensation & Benefits

• Merit-based employer.
• Flexibility to manage your days in support of work/life balance commitments.

Location

• Preferred location: Denver
• Option for fully remote work (plus office location flexibility).