Tax Senior Manager- Private Client Services
Posted: 05/05/2026
Industry: Accounting & Finance
Job Number: AF05052026SRMB
Pay Rate: $150,000 - 200,000
Remote Friendly: Hybrid
Experience: 5 years or greater
Job Description
My client, a top-20 national CPA firm is seeking a Tax Senior Manager for their Private Client Services practice. The position can be located either in New York City or Boston.
Responsibilities include but not limited to:
- Serving as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, final deliverable development, and billing and collections.
- Leading and managing multiple tax engagements that integrate tax efficiency with long-term tax planning strategies
- Presenting federal and state income tax returns and strategizing for clients
- Working with all types of business entities including corporations, partnerships, trusts, estates, fiduciary, and foundations
- Identifying industry/client tax planning opportunities and issues
- Implementing tax advice in response to new legislations and planning
- Facilitating complex tax research, and establishing tax strategies for various client business transactions
- Advising regarding IRS and state issues, and responding to correspondence and audits
- Assisting with interim tax projections and year end closeouts
- Providing supervision, training, and mentoring to tax staff, seniors and other team members
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Job Requirements
The successful candidate will have:
- 8+ years of work experience in another public accounting firm
- PCS experience required
- Bachelor’s Degree required
- CPA or Enrolled Agent licensure required
- Strong experience using Microsoft Office Suite
- Knowledge of tax software such as CCH Axcess
- Exceptional organizational and communication (verbal and written) skills
Meet Your Recruiter
James Hoban
Executive Recruiter
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