Private Client Tax Manager

Job Description

Job Description

Make Your Mark at Revolution Group

Are you driven by precision, energized by improving systems, and motivated to deliver an exceptional client experience?

At Revolution Group, LLC, we’re looking for a Private Client Tax Manager to play a key role in executing and improving tax operations for a high-complexity client base.

This is not a high-volume tax role. This is not a traditional public accounting environment.

This is an opportunity to work closely with a collaborative advisory team, supporting ultra-high-net-worth clients while helping build the internal systems that drive consistency and quality.

Who We Are

Revolution Group, LLC isn’t just another firm; it’s a movement. Our founder, once the lead strategist for one of the world’s richest families, created Revolution Capital, our SEC-registered investment advisor and planning division, to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities. We bring elite strategies, including private investments, to high-net-worth individuals and families, delivering results that matter.

We’re a REAL FIDUCIARY™ , fee-only, and fiercely committed to our clients’ best interests. Our purpose? To create financial security and a legacy for generations. Our culture? Hardworking, humble, and forward-thinking. Our goal? Measurable success—for our clients and our team.

The Role

As our Private Client Tax Manager , you will be responsible for executing tax filings, improving operational processes, and supporting a high standard of client delivery.

You will work closely with our tax department and advisory team to ensure tax execution aligns with broader wealth planning.

This role sits at the center of:

• execution
• systems
• and client experience

What You’ll Do:

Tax Execution & Preparation

• Prepare individual and business tax returns for UHNW clients
• Manage tax filing workflows with accuracy and timeliness
• Ensure compliance with federal and state tax regulations

Operational Excellence

• Improve and maintain tax onboarding processes
• Build scalable workflows to support a growing client base
• Identify opportunities for automation and efficiency improvements

Collaboration

• Partner with the Senior Tax Advisor to align execution with planning
• Coordinate with advisors on client data, documentation, and timelines
• Support client-facing tax delivery and communication

Quality Control

• Ensure accuracy and completeness of all filings
• Reduce errors, rework, and inefficiencies
• Maintain a high standard of client deliverables

What We’re Looking For:

Qualifications

• CPA license required
• 3–7+ years of tax preparation or public accounting experience
• Strong knowledge of federal and state tax laws

Experience

• Individual and business tax return preparation
• Experience with high-net-worth clients preferred

Skillset

• Strong organizational and systems-thinking ability
• Detail-oriented with high standards for accuracy
• Tech-forward mindset (automation, workflow tools, efficiency improvement)
• Strong communication and collaboration skills

What Makes This Role Different

• UHNW client base—not mass-market tax prep
• Integrated with a wealth advisory team
• Focus on quality and systems—not volume
• Opportunity to improve and build internal tax infrastructure

Compensation & Benefits

• Competitive base salary (based on experience)
• Performance-based bonus tied to execution quality and operational contribution

Final Note

This role is ideal for someone who enjoys:

• building better systems
• working with complex client situations
• and delivering high-quality outcomes in a team environment

If you are looking for a high-volume tax preparation role, this is not the right fit.

If you want to be part of a firm that values precision, improvement, and long-term client relationships—we’d welcome a conversation.