Senior Tax Client Manager

Job Description

We are looking for a Senior Tax Client Manager who is ready to move beyond tax compliance and become a trusted advisor to clients.

This is a client-facing advisory role for a tax professional who enjoys building relationships, leading tax planning conversations, and helping individuals and business owners make smarter financial decisions.

You will manage a portfolio of clients, serve as their primary point of contact, and deliver proactive tax strategies throughout the year, not just during tax season.

What You'll Do

Client Advisory & Tax Planning

• Lead proactive tax planning conversations with individuals, business owners, and closely held entities
• Identify tax-saving opportunities and develop strategies tailored to each client's financial goals
• Review financial information and tax returns to uncover planning opportunities throughout the year
• Prepare and review individual and business tax returns, including 1040, 1065, 1120, and 1120S
• Provide clear guidance and recommendations clients can act on

Client Relationship Management

• Manage a dedicated portfolio of clients as their trusted tax advisor
• Build long-term relationships through proactive communication and exceptional service
• Lead client meetings and explain tax strategies with confidence and professionalism
• Identify opportunities to expand advisory relationships and deliver additional value

Collaboration & Firm Growth

• Partner with firm leadership and team members on complex client engagements
• Maintain high-quality standards for documentation, accuracy, and client service
• Work effectively in a fully remote, technology-driven environment
• Contribute to a growing firm culture focused on excellence and continuous improvement

What You'll Bring

• 7+ years of experience in public accounting tax preparation and review
• CPA preferred
• Experience preparing and reviewing U.S. individual and business tax returns, including Form 1040 (high-net-worth individuals/business owners), 1065, 1120, and 1120S.
• Strong understanding of tax planning strategies and tax law
• Experience working directly with clients and leading advisory conversations
• Ability to manage multiple client relationships and deadlines independently
• Strong communication skills and the ability to explain complex tax concepts clearly
• High attention to detail and commitment to delivering exceptional client service

What We Offer

• Fully remote position
• Competitive base salary
• Performance bonus and profit-sharing opportunity
• Flexible schedule and work-life balance
• No excessive overtime during tax season
• Professional development and training support
• Opportunity for significant growth within a fast-growing advisory-focused firm

This is an opportunity for a tax professional who wants to build lasting client relationships, deliver meaningful tax strategies, and grow as a trusted advisor.

Candidates should have hands-on public accounting tax experience and be comfortable taking ownership of client relationships.