Senior Tax Manager (Private Client / Complex Tax) — Hybrid or Remote (U.S.)
Location: Hybrid or fully remote (U.S.)
Compensation: $160,000- 205,000 base + bonus
Level: Manager (strong leadership + technical depth)
Schedule: Flexible, hybrid/remote options available
About the Opportunity
A well-established and growing professional services firm is hiring a Senior Tax Manager to support a sophisticated client base and manage complex tax compliance and planning engagements. This is a strong opportunity for a technically skilled tax professional who enjoys variety, values flexibility, and wants to grow in a collaborative environment where leadership invests in development.
You’ll work on high-complexity individual and flow-through returns, provide proactive tax planning, and lead/mentor a team of tax professionals.
What You’ll Do
Tax Compliance & Planning
- Manage and review complex tax returns for:
- Individuals (1040)
- Partnerships / flow-through entities (1065)
- Trusts and related filings
- Corporate returns (as applicable)
- Deliver proactive tax planning and advisory support
- Ensure compliance with federal and state tax requirements
Client Engagement
- Build strong client relationships and serve as a key point of contact
- Provide guidance on year-end planning and tax strategy
- Communicate tax matters clearly and confidently to clients
Leadership
- Lead, coach, and mentor a team of tax professionals
- Support team development through training and review feedback
- Collaborate with leadership to improve processes and enhance client service
What We’re Looking For
Required
- Bachelor’s degree in Accounting, Tax, or related
- CPA required
- 8+ years of tax compliance and planning experience
- Strong technical depth in:
- Complex 1040 work
- Partnership / flow-through returns
- Prior experience reviewing returns and mentoring staff
Preferred
- Experience serving high-complexity individual and closely held business clients
- Exposure to multi-state tax issues
- Experience with CCH or similar tax software
Compensation & Benefits
- DOE up to $205K base (flexible depending on experience)
- Bonus eligibility
- Medical, dental, vision
- 401(k) with employer match
- Company-paid life and disability coverage
- Paid holidays + generous PTO
- Hybrid/remote work options