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Tax Manager - Private Client Services

Keiter

Glen Allen, VA
Tax Manager - Private Client Services

Job Category: Tax & Consulting Services Requisition Number: TAXMA001209

Posted: January 6, 2026

Full-Time

Keiter Glen Allen, VA 23060, USA

Description

Tax Manager - High Net Worth

Due to recent growth in our Private Client Services group, Keiter is seeking a dynamic and client service-oriented individual to join our practice as a Tax Senior Manager specializing in private client services. Qualified candidates will also have experience with trust and/or estate tax matters.

Our Mission:

  • To provide quality service to our clients
  • To provide fulfilling careers to our staff
  • To share our time and resources to give back to the community

Primary Responsibilities and Knowledge:

  • Serve as liaison among managers, senior managers, partners, clients, and staff. Handle all phases of tax engagements specializing in those related to work in our Private Client Services area.
  • Possess strong technical skills in accounting and tax preparation (individual taxation, multi-state taxation, trust and/or estate)
  • Working knowledge of US Tax Code and technical aspects of tax preparation and compliance
  • Serve as the main point of contact for multiple clients and directly handle tax-related communication with clients' attorneys, brokers, or other third parties
  • Participate in the development of staff through one-on-one teachable moments and offering feedback on a regular basis; also seek feedback from others
  • Actively participate in the generation of additional business by developing relationships with key service providers, seeking out new clients, and following-through with leads
  • Contribute to and foster a positive work environment

Job Requirements:

  • Hold active CPA license; CFP® is a plus
  • At least five years of experience in public accounting, tax consulting, or other related experience
  • Ability to develop relationships with current and potential clients

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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Vacancy posted 2 days ago
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