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 can be based in a number of the organization’s offices, with the preferred location listed as Boston. The position involves thriving in a growing environment while providing clients with exceptional tax services.

Responsibilities

• Supervise a team, foster strong client relationships, and prospect to help establish a sustainable business.
• Collaborate closely with Partners in an entrepreneurial environment focused on exceptional client service and tax expertise.
• Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, with emphasis on financial services sector clients (e.g., hedge funds, private equity, and other investment-related individuals).
• Apply comprehensive knowledge of hedge fund K-1 treatment and maintain a working understanding of trusts, estates, gifts, and charitable entities.
• Engage directly with clients to deliver innovative tax planning, consulting, and compliance solutions.
• Provide primary review of complex tax returns and maintain regular client communication.
• Cultivate and nurture relationships with clients, staff members, and external third-party client vendors.
• Provide training and supervision to staff, including reviewing and evaluating their work.
• Participate in occasional local travel to clients’ locations (may be required).
• Solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.
• Stay current on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
• Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
• Hold self and direct reports responsible for achieving developmental goals.

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.
• Recent Public Accounting experience.
• CPA or IRS Enrolled Agent Certification required.

Preferred Qualifications

• Master’s Degree in Taxation or relevant field.
• Experience acquiring new clients and growing a book of business.
• Experience using GoSystems or CCH Axcess tax software.

Compensation & Benefits

Merit-based employer.

Location

Preferred location: Boston. The role is able to sit in a number of the organization’s offices.