Tax Manager or Senior Manager - Private Client Services; PCS

Job Summary

Tax Manager or Senior Manager, Private Client Services (PCS) – oversee tax planning and compliance for ultra‑high net‑worth individuals and families, primarily in the financial services sector. Work within a hybrid model with flexible office locations.

• Supervise a team and foster strong client relationships.
• Prospect and contribute to the growth of a sustainable business.
• Oversee tax planning and compliance functions for high‑net‑worth clients, with emphasis on hedge funds, private equity and other investment‑related entities.
• Maintain knowledge of hedge fund K‑1 treatment and trusts, estates, gifts and charitable entities.
• Directly engage with clients to deliver innovative tax planning, consulting and compliance solutions.
• Review complex tax returns and maintain regular communication with clients.
• Provide training and supervision to staff, evaluating their work.
• Stay current on changes in tax laws, regulations and accounting standards and apply them proactively.
• Collaborate with other tax professionals to coordinate efforts, share knowledge and ensure effective service delivery.
• Hold self and direct reports accountable for achieving developmental goals.

• Bachelor’s Degree in Accounting or an equivalent field.
• 5+ years of progressive tax experience with high‑net‑worth individuals.
• 3+ years of tax compliance experience specializing in complex technical individual and business filings.
• Registered CPA or IRS Enrolled Agent Certification.

• Master’s Degree in Taxation or a related field.
• Experience acquiring new clients and growing a book of business.
• Experience with GoSystems or CCHAxcess tax software.

• Flexible, hybrid working model with multiple U.S. office locations.
• Supportive culture recognized with multiple top “Places to Work” awards.
• Strong focus on work/life balance and professional development.
• Access to diverse Employee Resource Groups supporting DE&I.
• Opportunities to develop entrepreneurial skills across a broad client base.

We are an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, disability, gender, sexual orientation, age, marital status, veteran status, or any other protected characteristic under U.S. law.