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 offers flexibility in office location, with the option to be fully remote. The position involves efficiently overseeing multiple client engagements, while also supporting business development, marketing, and recruitment efforts.

Responsibilities

• Supervise a team, foster strong client relationships, and collaborate closely with Partners in an entrepreneurial environment that values 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 relationships with clients, internal teams, and external stakeholders, promoting accountability and ownership across the engagement team.
• Provide coaching, training, and real-time feedback; support recruiting, onboarding, and performance evaluation; and contribute to team capability development.
• Leverage tax technology, data tools, and process improvements to enhance efficiency, quality, and scalability of service delivery.
• Actively 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

• 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
• Flexibility in office location; option to be fully remote.