Tax Senior Manager, Private Client & Family Office Services (Milwaukee)

Job Overview

The Tax Senior Manager, Private Client & Family Office Services (PCS‑FOS) leads the PCS‑FOS group and is responsible for building a robust practice, providing exceptional client service, supervising work products, developing new business, mentoring team members, and managing the financial performance of the client portfolio.

Key Responsibilities

• Manage the full lifecycle of engagements, providing technical expertise in finance and accounting.
• Understand client technology packages and recommend optimal usage.
• Facilitate discovery meetings, map client structures and propose solutions.
• Design and deliver integrated solutions, including cost analysis and pricing.
• Formulate recommendations on technical accounting, financial policy, and financial management.
• Review and update solutions with clients, maintaining long‑term value.
• Assertively manage conflict and negotiate agreements.
• Support clients through change management and political navigation.
• Conduct tax planning analyses and refer matters to Core Tax or Specialty Tax Services.
• Support business development: build sales pipeline, refine proposals, evaluate risk, and develop statements of work.
• Develop industry expertise and cross‑sell opportunities.
• Foster a culture of change and accountability; coach staff on analytics, forecasting, and professional development.
• Create project plans, estimate budgets, manage P&L, bill timely, and monitor KPIs.
• Travel up to 25% of the time.

Qualifications

• Minimum of eight (8) years of general accounting experience with a Bachelor's degree in Accounting or Finance, or ten (10) years without a degree but with supervisory experience.
• At least four (4) years of supervisory experience.
• Consultative or business advisory experience, and experience with outsourced/delivery center operations preferred.
• CPA certification preferred.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint) and industry accounting software (QBO, Microsoft NAV, Bill.com). Experience with ESI Archway, Qvinchi, and accounting research tools preferred.

Skills & Abilities

• Excellent verbal and written communication, presentation, and negotiation skills.
• In-depth knowledge of finance and accounting functions, tax planning, and industry best practices.
• Strong analytical, research, and problem‑solving abilities.
• Ability to lead teams, manage multiple projects, and drive quality and client satisfaction.
• Self‑directed, able to navigate ambiguity, and travel up to 25% of the time.

Compensation

California: $146,000 - $200,000

Colorado: $120,000 - $185,000

Maryland: $150,000 - $180,000

Massachusetts: $150,000 - $206,000

New Jersey: $155,000 - $200,000

NYC/Long Island/Westchester: $180,000 - $225,000

Washington: $150,000 - $200,000

Washington DC: $162,000 - $190,000

Equal Opportunity Employment

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.