Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business.
Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise.
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.

Bachelor’s Degree in Accounting or equivalent field is required
8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation
Recent Public Accounting experience
CPA or IRS Enrolled Agent Certification required

Flexibility to manage your days in support of our commitment to work/life balance
Culture that has received multiple top “Places to Work” awards

Tax Senior Manager – Private Client Services

Key skills