Senior Tax Manager

SAX

. Provide advanced specialized tax expertise in private client services and high-net-worth tax .

Posted 10/31/2026full-timeRemote • United StatesSenior💰 $175,000 - $225,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced specialized tax expertise in private client services and high-net-worth tax, with strong technical skills in taxation and experience in managing client relationships and delivering quality tax services. Proficient in reviewing tax returns and workpapers, ensuring compliance, and coaching team members.

Highest-signal resume keywords

CPA5+ Years Of Work ExperienceExpertise In TaxationExperience With 1040sKnowledge Of MS Office

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ExpertiseTax Return ReviewWorkpaper FormulationEstate Tax ExaminationNon-Business TaxationClient Relationship ManagementQuality Deliverables ManagementTechnical Tax AdviceRisk Tolerance RecognitionBusiness Development

Soft Skills

Excellent Communication SkillsMotivatedOrganizedFlexibleCooperative

Tools & Technologies

Accounting SoftwareTax SoftwareMS Office

Certifications & Qualifications

B.A./B.S. Degree In AccountingCPA

Industry Keywords

Private Client ServicesHigh-Net-Worth TaxIndustry Service GroupsClient Needs AssessmentIntegrated Approach

About the role

Key responsibilities & impact

Provide advanced specialized tax expertise in private client services and high-net-worth tax
Review research findings, tax returns, and workpapers; formulate conclusions and determine the best course of action for clients
Ensure tax advice is technically correct and properly documented
Listen to clients, anticipate needs, adapt to priorities, and plan accordingly
Lead engagements and manage business relationships while delivering high-quality tax services
Recognize client issues and risk tolerance
Scope services to clients through awareness of the firm’s industry service groups
Develop client relationships to generate new business
Build and leverage strong internal and external networks
Participate actively in industry service group efforts
Coach and develop team members through training and opportunities
Communicate client needs and facts to appropriate team members
Build relationships across industry service groups for an integrated approach
Manage quality deliverables on time, within scope, and within budget and/or realization goals
Assist with estate tax examinations
Enhance knowledge of income tax returns

Requirements

What you’ll need

Must be motivated, able to multi-task, organized, positive, cooperative, and flexible about assigned work
Excellent verbal and written communication skills
Must have B.A./B.S. degree in Accounting
CPA a must
Experience with 1040s and other non-business taxation documents a must
Strong technical skills in taxation
5 plus years of work experience
Knowledge of MS Office and other accounting and tax software programs
Applicants must be authorized to work in the United States without employment-based visa sponsorship now or in the future

Benefits

Comp & perks

Top Tier Health, Dental, & Vision Plans
Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
Medical and Dependent Care
Life and Voluntary Life Insurance
Short and Long -Term Disability Insurance
401k plan with matching contribution
Defined Contribution Plan (profit sharing)
Customized Work Arrangements
Floating Holidays and Volunteer PTO
Unlimited PTO for Managers and Above
Referral Bonus Program
Tuition Reimbursement for Advanced Degree
Healthy Living Reimbursement Program
Health & Wellness App Subscription
CPA & EA reimbursement for study materials and exam
AICPA and CPA State Society membership reimbursement for Managers and above
OnDemand access to industry leading CPE courses
Summer Fridays at 1pm