Tax Senor Manager or Director

Job Description

Job Description

Join a Premier Advisory Firm Serving High-Net-Worth Clients

We’re partnering with a top-tier advisory firm that works closely with high-net-worth individuals and families—many of whom span multiple generations and have their own Family Offices. These clients count on the team for smart, forward-thinking strategies around income tax, estate planning, charitable giving, and more. The firm also has strong working relationships with leading investment and estate planning professionals across the country.

About the Role

This is a great opportunity for an experienced Tax Senior Manager or Director who’s ready to move beyond compliance and into a more advisory-focused role. You'll work with sophisticated clients, tackle complex planning structures, and be part of a highly respected team. The position offers flexibility—remote, hybrid, or onsite arrangements are all possible.

What You’ll Do

• Be a trusted advisor to high-net-worth clients and family offices
• Offer proactive guidance and custom planning solutions
• Lead teams on tax returns, financial statements, and related deliverables
• Oversee quality control and provide final reviews
• Juggle multiple client relationships and special projects
• Coach and mentor junior team members
• Support business development efforts—think proposals, meetings, and collaborations
• Stay sharp on tax law changes and industry trends

What We’re Looking For

Must-Haves

• Bachelor’s in Accounting (or similar field)
• CPA or equivalent certification
• 6+ years of tax/advisory experience
• 3+ years in a supervisory or leadership role
• Excellent communication and interpersonal skills
• Comfort with modern tax and accounting software
• Willingness to travel if needed

Nice-to-Haves

• Master’s in Taxation or Accounting
• Experience working with high-net-worth clients, trusts, or Family Offices
• Open to hybrid work (ideally 3+ days per week in the office or at client sites)

Perks & Compensation

• Remote or Hybrid
• Competitive salary: $140K–$160K depending on your background
• Full benefits: medical, dental, life, disability, 401(k) match, FSA/HSA, and more
• Generous PTO, holidays, and sick leave
• Support for continuing education, CPA exam, and employee referrals

If you’re looking for a role where you can make an impact, build long-term relationships, and grow your expertise with a collaborative and respected team—we’d love to hear from you.

Apply today by sending your resume to View email address on us.fitly.work or connect with me to learn more! Direct Phone: View phone number on us.fitly.work