Tax Senior Manager - Private Client Services (Remote)

Overview

A leading accounting and advisory firm is seeking a Tax Senior Manager to join their Private Client Services (PCS) practice. This role involves overseeing multiple client engagements, contributing to business development, marketing, and recruitment efforts, and providing leadership to foster professional growth within the team. The position offers flexibility with a hybrid working model and office locations available in New York.

Responsibilities

• Supervise a team and foster strong client relationships
• Prospect and contribute to building a sustainable business
• Collaborate closely with partners in an entrepreneurial environment
• Oversee tax planning and compliance for ultra-high net worth individuals and their families
• Apply comprehensive knowledge of hedge fund K-1 treatment and understanding of trusts, estates, gifts, and charitable entities
• Engage directly with clients to deliver innovative tax planning, consulting, and compliance solutions
• Perform primary review of complex tax returns and maintain regular client communication
• Cultivate relationships with clients, staff, and external third-party vendors
• Provide training, supervision, and evaluation of staff work
• Travel locally to client locations as needed
• Actively solicit new client relationships and participate in seminars to expand networking
• Stay updated on tax laws, regulations, and accounting standards and apply new knowledge proactively
• Collaborate with other tax professionals to coordinate efforts and ensure efficient service delivery
• Hold self and direct reports accountable for achieving developmental goals

Requirements

• Bachelor’s Degree in Accounting or equivalent field
• Minimum of 8 years recent (within 2 years) tax compliance and/or consulting experience in public accounting or a mix of public/private experience
• Specialization in US-based tax returns for entities and individuals
• CPA or IRS Enrolled Agent Certification required

Preferred Qualifications

• Master’s Degree in Taxation or relevant field
• Experience with GoSystems or CCH Axcess tax software

Compensation & Benefits

• Flexible work schedule supporting work/life balance
• Hybrid work model with office locations available
• Opportunity to work with a large, fast-growing accounting and advisory firm

Location

• Preferred location: New York

Additional Information

The employer is committed to merit-based employment and does not discriminate based on veteran or disability status or any protected characteristics under federal, state, or local law.

The Private Client Services team works with family-owned and closely held businesses and high net worth individuals, providing tailored solutions to meet their financial goals. The team values accountability, creativity, and genuine care, offering proactive solutions and professional growth opportunities.

This role requires entrepreneurial thinking to understand clients' unique operational and personal dynamics across various industries and business sizes.