Tax Senior Manager, Private Client & Family Office Services

Job Overview The Tax Senior Manager, Private Client & Family Office Services (PCS‑FOS) leads the PCS‑FOS group and is responsible for building a robust practice, providing exceptional client service, supervising work products, developing new business, mentoring team members, and managing the financial performance of the client portfolio. Key Responsibilities Manage the full lifecycle of engagements, providing technical expertise in finance and accounting. Understand client technology packages and recommend optimal usage.

Facilitate discovery meetings, map client structures and propose solutions. Design and deliver integrated solutions, including cost analysis and pricing. Formulate recommendations on technical accounting, financial policy, and financial management.

Review and update solutions with clients, maintaining long‑term value. Assertively manage conflict and negotiate agreements. Support clients through change management and political navigation.

Conduct tax planning analyses and refer matters to Core Tax or Specialty Tax Services. Support business development: build sales pipeline, refine proposals, evaluate risk, and develop statements of work. Develop industry expertise and cross‑sell opportunities.

Foster a culture of change and accountability; coach staff on analytics, forecasting, and professional development. Create project plans, estimate budgets, manage P&L, bill timely, and monitor KPIs. Travel up to 25% of the time.

Qualifications Minimum of eight (8) years of general accounting experience with a Bachelor's degree in Accounting or Finance, or ten (10) years without a degree but with supervisory experience. At least four (4) years of supervisory experience. Consultative or business advisory experience, and experience with outsourced/delivery center operations preferred.

CPA certification preferred. Proficiency in Microsoft Office (Excel, Word, PowerPoint) and industry accounting software (QBO, Microsoft NAV, Bill.com). Experience with ESI Archway, Qvinchi, and accounting research tools preferred.

Skills & Abilities Excellent verbal and written communication, presentation, and negotiation skills. In-depth knowledge of finance and accounting functions, tax planning, and industry best practices. Strong analytical, research, and problem‑solving abilities.

Ability to lead teams, manage multiple projects, and drive quality and client satisfaction. Self‑directed, able to navigate ambiguity, and travel up to 25% of the time. Compensation California: $146,000 - $200,000 Colorado: $120,000 - $185,000 Maryland: $150,000 - $180,000 Massachusetts: $150,000 - $206,000 New Jersey: $155,000 - $200,000 NYC/Long Island/Westchester: $180,000 - $225,000 Washington: $150,000 - $200,000 Washington DC: $162,000 - $190,000 Equal Opportunity Employment All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. #J-18808-Ljbffr