Tax Senior Manager - Private Client Services (Remote)

Overview

This role is with the organization’s Private Client Services (PCS) practice and involves serving as a Tax Senior Manager. The position requires the ability to efficiently oversee multiple client engagements while demonstrating business development, marketing, and recruitment capability. Strong leadership skills and the ability to foster staff growth are essential.

Flexibility is available for 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 emphasizing 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, 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 and ensure consistent application of tax law and firm standards across engagements.
• Apply expertise in trusts, estates, gifts, and charitable entities.
• 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, and implement solutions to improve performance and profitability.
• Cultivate and nurture 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 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.
• Actively 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

• 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

• Denver (Preferred location)
• Fully remote option available