Tax Senior Manager - Private Client Services (Remote)

Overview

This role is for a Tax Senior Manager to join the Private Client Services (PCS) practice. The position involves leading multiple client engagements efficiently while also contributing to business development, marketing, and recruitment efforts. Strong leadership is essential, including the ability to foster professional growth within the team. Office location flexibility is available, with the option to work fully remote.

Preferred location: Denver

Responsibilities

• Supervise the team, foster strong client relationships, and collaborate closely with Partners in an entrepreneurial environment focused on exceptional client service and technical excellence.
• Maintain 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, including trusts, estates, gifts, and charitable entities.
• Perform primary review of complex tax returns, ensuring 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; promote accountability and ownership across the engagement team.
• Provide coaching, training, and real-time feedback to staff.
• Support recruiting, onboarding, and performance evaluation efforts, contributing 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 (Basic Qualifications)

• 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

• 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.

Equal Employment Opportunity

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