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.
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
