Senior Tax Manager - Private Client Services

Senior Tax Manager - Private Client Services

Location: Minneapolis, MN

Overview

One of the largest and fastest-growing national accounting and advisory firms is seeking a Tax Senior Manager for its private client services practice, serving ultra-high-net-worth individuals, their families and closely held businesses. You will oversee multiple client engagements while contributing to business development, marketing and recruiting. The role offers office-location flexibility, including a fully remote option.

Responsibilities

• Supervise a team, foster strong client relationships and collaborate closely with partners on engagement status, deadlines and deliverables
• Oversee tax planning and compliance for ultra-high-net-worth individuals and families, ensuring timely, accurate federal, state and local returns
• Apply comprehensive knowledge of hedge fund K-1 treatment and of trusts, estates, gifts and charitable entities
• Perform primary review of complex returns for technical accuracy and proper documentation, and drive continuous improvement
• Serve as a primary client contact, delivering proactive planning insights and supporting client meetings
• Monitor engagement budgets, realization and team utilization and address margin risks or scope creep
• Coach, train and give real-time feedback to staff and support recruiting, onboarding and performance evaluations
• Participate in business development, including identifying opportunities and supporting proposals

Qualifications

• Bachelor's degree in Accounting or equivalent field
• 10+ years of progressive tax experience serving high-net-worth individuals
• 8+ years of tax compliance experience specializing in complex individual and business returns
• Recent public accounting experience
• CPA or IRS Enrolled Agent certification required
• Master's in Taxation, GoSystem or CCH Axcess experience and a record of growing a book of business preferred

If you are interested in connecting further about this opportunity or other public accounting opportunities, please apply here or email me directly at austin.eppard@gogpac.com or call/text (605) 872-5131.