Tax Senior Manager - Private Client Services (Remote)

Overview

The organization is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. This role involves overseeing multiple client engagements efficiently while also contributing to business development, marketing, and recruiting efforts. Strong leadership skills and the ability to support professional growth within the team are essential.

The position offers flexibility in office location, with the option to be fully remote. Preferred location: Denver.

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, 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 and ensure strong understanding of trusts, estates, gifts, and charitable entities.
• Ensure consistent application of tax law and firm standards across all engagements.
• 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 relationships with clients, internal teams, and external stakeholders; promote accountability and ownership across the engagement team.
• Provide coaching, training, and real-time feedback to staff.
• Support recruiting, onboarding, and performance evaluation efforts; contribute to the continuous development of team capabilities.
• Leverage tax technology, data tools, and process improvements to enhance efficiency, quality, and scalability of service delivery.
• Actively participate in business development, including identifying opportunities, supporting proposals, and expanding client relationships.
• Stay current on tax law changes and collaborate across the organization 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, specializing 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

• For Minnesota and Illinois, the expected salary range for this position is between $120,000 and $200,000.
• The range for the position in other geographies may vary based on market differences.
• Actual compensation will be determined based on experience and other factors permitted by law.

Location

• Preferred location: Denver.
• Office location flexibility; option to be fully remote.
• Salary range note applies to Minnesota and Illinois.