Tax Senior Manager - Private Client Services (Remote)

Overview

This role is part of the Private Client Services (PCS) practice and involves leading tax engagements for ultra-high net worth individuals and their families. The position requires supervision of multiple client engagements, strong leadership, and active participation in business development, marketing, and recruiting efforts. Office location is flexible, with an option to be 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, 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, ensuring technical accuracy, proper documentation, and minimal rework while identifying recurring issues.
• Serve as a primary client contact, delivering proactive tax planning insights and responding to client inquiries with clarity and urgency.
• Support 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 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; 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.
• 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, 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
• Flexible office location; option to be fully remote.

Equal Opportunity

This employer 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.