Private Client Tax Manager / Senior Manager

Key Responsibilities

• Lead tax engagements for high-net-worth and private wealth clients.
• Manage client deadlines, deliverables, budgets, and overall engagement execution.
• Review complex individual income tax returns.
• Review estate, gift, and trust tax returns.
• Provide comprehensive tax planning and advisory services.
• Develop proactive tax recommendations based on current tax laws and regulations.
• Research, identify, and resolve complex tax issues.
• Maintain and strengthen long-term client relationships.
• Serve as a trusted tax advisor to high-net-worth individuals, families, and business owners.
• Identify opportunities to improve internal and client processes through technology.
• Mentor, coach, and develop junior and senior tax professionals.
• Work closely with Senior Managers and Partners on complex client matters.
• Provide high-quality client service and technical tax guidance.
• Stay current on changes in federal, state, and local tax regulations affecting private clients.

Required Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 7+ years of public accounting tax experience.
• Active CPA license is required.
• Strong individual taxation experience.
• Strong experience with estate, gift, and trust taxation.
• Experience reviewing complex individual and fiduciary tax returns.
• Strong tax planning and advisory experience.
• Demonstrated experience working with high-net-worth/private clients.
• Strong client relationship-management skills.
• Leadership, coaching, and mentoring experience.
• Excellent written and verbal communication skills.
• Strong project-management and organizational abilities.
• Ability to manage multiple complex engagements and deadlines.

Preferred Qualifications

• Previous Senior Manager-level experience.
• Extensive experience serving high-net-worth individuals and private wealth clients.
• Experience handling sophisticated estate, gift, and trust tax matters.
• Experience advising business owners and closely held businesses.
• Strong technical research and tax-planning capabilities.