Supervise a team
Foster strong client relationships
Prospect and contribute to the establishment of a sustainable business
Collaborate closely with Partners
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
Maintain regular communication with clients
Provide training and supervision to staff members
Actively solicit new client relationships

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

Flexibility in terms of office location
Work/life balance
Employee Resource Groups (ERGs) to support Diversity, Equity, & Inclusion (DE&I) efforts

Tax Senior Manager – Private Client Services

Key skills