Tax Senior Manager - Private Client Services (Remote)

Overview

This role is for a Tax Senior Manager to join the Private Client Services (PCS) practice. Responsibilities include leading multiple client engagements, strengthening client relationships, and supporting business development, marketing, and recruitment efforts. The position offers flexibility in office location, with 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; maintain clear visibility into engagement status, deadlines, and deliverables.
• Oversee tax planning and compliance 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 strong understanding of trusts, estates, gifts, and charitable entities; ensure consistent application of tax law and firm standards across engagements.
• Perform primary review of complex tax returns, ensuring 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; implement solutions to improve performance and profitability.
• Cultivate relationships with clients, internal teams, and external stakeholders; promote 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 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, specializing 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

This role also offers flexibility in office location, with the option to be fully remote.