About this role

Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business.
Oversee tax planning and compliance functions for ultra-high net worth individuals and their families.
Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions.
Take on the primary review of complex tax returns and maintain regular communication with clients.
Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.
Collaborate with other tax professionals within the firm to ensure efficient and effective delivery of tax services.

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, or JD required

flexibility to manage your days in support of our commitment to work/life balance
Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts

Senior Tax Manager – Private Client Services

Key skills