Tax Senior Manager - Private Client Services (Remote)

About the role

This remote position strengthens forecasting, budgeting, and financial planning processes that guide business decisions. You will partner with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation, influencing enterprise performance and scalable financial operations within a Legal & Accounting environment.

Location: Remote (US-based candidates only, no visa sponsorship available)

Responsibilities

• Supervise a team and build strong client relationships while supporting business development
• Oversee tax planning and compliance for ultra-high net worth individuals and families
• Engage directly with clients to provide tailored tax planning and consulting services
• Review complex tax returns and maintain regular client communication
• Train and supervise junior staff, providing feedback and evaluation
• Participate in client seminars to expand networking opportunities
• Collaborate with other tax professionals to deliver comprehensive services

Requirements

• Bachelor's Degree in Accounting or equivalent field (required)
• 8+ years of recent tax compliance and/or consulting experience in public accounting or mixed public/private settings, specializing in US-based returns
• CPA or IRS Enrolled Agent Certification (required)
• Master's Degree in Taxation or relevant field (preferred)
• Experience with GoSystems or CCH Axcess tax software (desired)

Benefits

• Flexible hybrid working model with multiple office locations
• Culture that values teamwork, creativity, and personal accountability
• Opportunities for professional growth and development within a supportive environment

Pay

$120,000 – $150,000 annually