Tax Senior Manager - Private Client Services

Overview

The organization is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. This role involves efficiently overseeing multiple client engagements while demonstrating proficiency in business development, marketing, and recruitment efforts. Strong leadership skills are essential, including the ability to foster professional growth within staff.

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 and accurate delivery of federal, state, and local returns; proactively identify and resolve workflow, technical, or client-related delays.
• Demonstrate comprehensive knowledge of hedge fund K-1 treatment, with 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 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 and nurture relationships with clients, internal teams, and external stakeholders; promote 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 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 firm 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 with 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.

Location

• Denver
• Option to be fully remote (with flexibility in office location).