Tax Senior Manager - Private Client Services
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Overview
Schedule
Full-time
Education
CPA
Career level
Director
Remote
On-site
Compensation
$132,200-$171,800/year
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
What You’ll Do
- Serve as a key liaison between managers, senior managers, partners, clients, staff, and outside advisors throughout all phases of Private Client Services tax engagements.
- Manage tax engagements for high-net-worth individuals, families, trusts, estates, and related entities.
- Prepare and review individual, fiduciary, trust, estate, gift, and multi-state tax returns.
- Research and apply technical tax guidance related to individual taxation, fiduciary taxation, trusts, estates, and compliance matters.
- Serve as a main point of contact for multiple clients and manage tax-related communication with attorneys, brokers, trustees, and other third parties.
- Identify planning opportunities and support clients with tax strategies related to wealth transfer, estate planning, trust administration, and family financial matters.
- Review client information, assess tax implications, and coordinate with internal team members to deliver timely, accurate, and thoughtful client service.
- Monitor tax law changes and evaluate how new guidance may impact private clients, trusts, estates, and related planning strategies.
- Support client meetings and advisory conversations by preparing analysis, recommendations, and follow-up related to complex tax matters.
- Contribute to staff development by coaching, mentoring, and sharing technical knowledge through one-on-one teachable moments and regular feedback.
- Participate in business development by building relationships with key service providers, identifying opportunities with existing clients, and following through with new client leads.
What We Offer
- A large variety of client industries, allowing for diverse dayâtoâday tax projects
- Opportunities to build close, trusted relationships with clients
- An open environment that encourages new ideas and innovative methodologies
- Ongoing professional development and continuing education programs
- Access to multiple niche service and industry teams aligned with your interests
- A supportive, collaborative team environment
- A flexible work environment designed to support your professional and personal goals
- Opportunities for community involvement and impact
What You Bring
- Strong technical and analytical skills in private client tax services.
- Ability to manage deadlines and meet time constraints in a fastâpaced environment
- A relationshipâfocused mindset with a passion for helping clients achieve their goals
- Desire to coach and develop tax associates through knowledge sharing
- Professional, inclusive demeanor that contributes to a positive team culture
- Willingness to support business development efforts
- 7+ years of experience in public accounting, tax consulting, or similar, with a focus on private client tax services.
- 5+ years of direct private client tax services experience
- Bachelor’s degree in accounting
- Active CPA license; CFP is a plus
- Working knowledge of Microsoft Office and tax preparation software
Pay
- The anticipated hiring range for this position is $132,200-$171,800 and is dependent on relevant experience, qualifications, and skills.
Benefits
- Comprehensive medical, dental, and vision coverage
- 401K, HSA, and FSA
- Eligibility for an annual performance bonus
- Disability and life assurance
- Generous Paid Time Off and Paid Care Leave
- Additional Programs and resources to support you and your family
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
FAQs About Tax Senior Manager - Private Client Services Jobs at Keiter
What is the work location for this position at Keiter?
This job at Keiter is located in Glen Allen, Virginia, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Keiter?
Candidates can expect a pay range of $132,200 and $171,800 per year.
What employment applies to this position at Keiter?
Keiter lists this role as a Full-time position.
What experience level is required for this role at Keiter?
Keiter is looking for a candidate with "Director" experience level.
What education level is required for this job?
The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What benefits are offered by Keiter for this role?
Keiter offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Life Insurance, Family/Dependent Health, Paid Vacation, Parental and Family Leave, 401k Matching/Retirement Savings, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Keiter?
You can apply for this role at Keiter either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.