Senior Tax Manager, Private Client

Our client, a respected CPA firm with a private client practice, is hiring a remote Senior Tax Manager to lead work for high-net-worth and ultra-high-net-worth families, family offices and foundations. You will own client relationships and review complex trust, estate and entity structures.

We are looking for a Senior Manager or Principal who built their career inside a Big 4 private client group and wants real ownership on a smaller platform.

• Review and sign off on complex individual, trust, estate, gift and partnership returns for HNW and UHNW clients
• Own relationships with multi-generational families and their closely held entities
• Advise clients on planning across trusts, estates, foundations and family entity structures
• Serve as senior technical reviewer and resolve complex tax questions
• Lead, review and develop a remote team
• Partner with firm leadership to grow the private client practice

• Current Senior Manager or Principal in a Big 4 Private Client, Family Office or HNW tax group (several years as a Senior Manager at a large national firm also considered)
• Career built at that firm from the start, with promotions earned there
• Deep experience with Forms 1040, 1041, 706, 709 and 1065 for HNW clients and closely held entities
• Track record of reviewing complex work and developing staff remotely
• Active CPA license

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond. This includes major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.