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 recruitment efforts. Strong leadership and the ability to support professional growth within the team are essential.

This position offers flexibility regarding office location and includes the 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, while maintaining visibility into engagement status, deadlines, and deliverables.
• Oversee tax planning and compliance for ultra-high net worth individuals and their families, ensuring timely, accurate delivery of federal, state, and local returns and proactively identifying and resolving workflow, technical, or client-related delays.
• Apply comprehensive knowledge of hedge fund K-1 treatment, including strong understanding of 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; identify recurring issues and drive 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; contribute 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 by 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

• Merit-based employer.
• Expected salary range for this position in For Minnesota and Illinois: 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 is available, and fully remote options may be available.