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
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
Cultivate relationships with clients, staff members, and external third-party client vendors
Provide training and supervision to staff members, including reviewing and evaluating their work
Actively solicit new client relationships and participate in client/potential client seminars

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
Experience acquiring new clients and growing a book of business
Experience using GoSystems or CCH Axcess tax software

flexibility to manage your days in support of our commitment to work/life balance
culture that has received multiple top “Places to Work” awards
Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts

Tax Senior Manager – Private Client Services

Key skills