Senior Tax Manager

We represent a boutique tax advisory firm serving ultra-high-net-worth individuals, family-owned enterprises, trusts, estates, and closely held business entities. Our practice is intentionally focused—we do not perform audit or international tax work—and we pride ourselves on a collaborative culture with a healthy work-life balance. The firm operates like a well-oiled machine: professional, efficient, and team-driven without unnecessary bureaucracy. We are seeking an experienced tax leader who can integrate into the firm and grow into a future partner within five to six years.

About the Role

The Senior Tax Manager will serve as a technical and client-facing leader, overseeing complex tax planning and compliance engagements for UHNW clients and their related entities. The role includes collaboration with our in-house legal team on certain client matters involving estates, trusts, and generational planning.

Responsibilities

High-Net-Worth & UHNW Client Engagements

• Lead sophisticated individual, trust, estate, and flow-through entity tax engagements
• Develop and implement strategic tax planning strategies for UHNW clients and family groups
• Review complex compliance across individual, partnership, S-Corp, C-Corp, and fiduciary returns

Client Advisory & Representation

• Communicate technical concepts to sophisticated clients in a practical manner
• Represent clients before federal and state taxing authorities during audits and inquiries

Leadership & Practice Management

• Mentor and develop junior and mid-level staff; provide technical guidance and workflow oversight
• Manage engagement budgets, billings, WIP, and accounts receivable
• Strengthen client relationships and contribute to practice growth initiatives

Qualifications

Education & Credentials

• Bachelor’s degree in Accounting or Finance required
• Master of Taxation (MST) strongly preferred
• Active CPA license or JD required

Experience

• 12+ years of progressive tax experience in public accounting at the Senior Manager or Director level
• Demonstrated experience with UHNW/estate/flow-through engagements
• Prior supervisory experience required

Technical Fit

• Strong command of federal and multi-state taxation for individuals and flow-through entities
• Proficiency with platforms such as CCH Axcess or ProSystem fx
• No audit and no international tax work — our practice is exclusively tax-focused

Pay range and compensation package

Base salary for this role can range from $175,000 to $220,000, depending on experience, technical depth, and long-term partnership fit. In addition to base and performance bonus, the firm provides a 10% annual retirement contribution through a combined 401(k) and SEP plan, with no employee contribution required, which materially enhances total compensation and is uncommon in the market. This position is being recruited with a clear and realistic path to partnership within five to six years. Partnership here is similar to joining a close-knit professional club: office presence, building trust with partners and staff, and demonstrating leadership over time are essential components of the progression. The firm offers complex, engaging tax work without the bureaucracy or lifestyle demands typical of national firms.