Tax Senior Manager - Private Client Services

Overview

A leading accounting and advisory firm is seeking a Tax Senior Manager to join their Private Client Services (PCS) practice. This role involves overseeing multiple client engagements, demonstrating business development, marketing, and recruitment skills, and providing leadership to foster professional growth within the team. The position offers flexibility in office location, with a preferred location in Denver.

Responsibilities

• Supervise a team and maintain strong client relationships while collaborating closely with Partners in an entrepreneurial environment.
• Oversee tax planning and compliance for ultra-high net worth individuals and their families, ensuring timely and accurate federal, state, and local tax return delivery.
• Apply comprehensive knowledge of hedge fund K-1 treatment, trusts, estates, gifts, and charitable entities, ensuring consistent application of tax law and firm standards.
• Perform primary review of complex tax returns to ensure technical accuracy, proper documentation, and minimal rework.
• Serve as a primary client contact, providing proactive tax planning insights and supporting client meetings and presentations.
• Monitor engagement budgets, realization, and team utilization; identify risks and inefficiencies and implement solutions to improve performance and profitability.
• Cultivate relationships with clients, internal teams, and external stakeholders while promoting accountability across the engagement team.
• Provide coaching, training, and real-time feedback to staff; support recruiting, onboarding, and performance evaluations.
• Utilize tax technology, data tools, and process improvements to enhance service delivery efficiency and quality.
• Participate actively in business development, 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.

Basic Qualifications

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

Preferred Qualifications

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

Compensation & Benefits

• Flexibility to manage workdays supporting work/life balance.
• Opportunity to work within one of the largest and fastest-growing accounting and advisory firms.
• Culture recognized with multiple top workplace awards.

Location

Preferred location: Denver, with flexibility regarding office location.

Equal Opportunity

The employer is a merit-based organization and does not discriminate based on veteran or disability status or any protected characteristics under federal, state, or local law.