Private Client Tax Manager/ Senior Manager
About The Position
Mowery & Schoenfeld is seeking an ambitious and curious tax or senior tax manager with particular interest and expertise in private wealth and high-net worth group, mentoring younger staff, seeking ongoing learning, and providing exemplary client service. Tax Managers operate as leaders and mentors within our Firm by demonstrating the ability to lead engagements by meeting client needs with a sense of urgency, develop recommendations and maintaining client relationships by balancing the client needs along with other assignments and deadlines, provide proactive advice based on their knowledge of tax law, particularly within the private wealth and high-net worth group, demonstrate initiative to creatively solve issues in collaboration with the lead, leverage technology to automate both internal and client processes to improve efficiency, and act as a mentor to younger staff and work directly with Senior Managers and Partners. Qualified candidates who can work in-office or hybrid schedules are strongly preferred.
Requirements
- Bachelor’s degree in accounting, finance or other relevant discipline
- 7+ years of tax experience in public accounting, with 1+ years in a senior managerial role preferred
- CPA-certified and active license
- Expertise in management of Individual, Gift, Estate, and Trust income tax compliance and providing knowledgeable review of complex returns
- Background and experience managing and actively providing advisory and tax solutions to clients
- Feels empowered to provide solutions and ideas
- Values professional development
- Exhibits excellent project and team leadership, and communication skills
- Shares our focus on growth and problem-solving
- Intellectually curious – You think critically, ask better questions, and don’t settle for surface-level answers.
- Hardworking – You bring determination and follow-through, especially when it matters most.
- Personable – You build trust naturally—with clients and teammates alike.
- Driven – You care about growth, accountability, and becoming exceptional at your craft.
- Client Service Oriented – You understand that responsiveness, quality, and relationships are what define great firms.
- Take initiative without waiting to be asked
- Care about the details and the bigger picture
- Communicate clearly and confidently
- Are career driven and motivated
- Want to be part of a team that pushes each other to be better
Nice To Haves
- 1+ years in a senior managerial role preferred
Responsibilities
- Lead engagements by meeting client needs with a sense of urgency.
- Develop recommendations and maintaining client relationships by balancing the client needs along with other assignments and deadlines.
- Provide proactive advice based on their knowledge of tax law, particularly within the private wealth and high-net worth group.
- Demonstrate initiative to creatively solve issues in collaboration with the lead.
- Leverage technology to automate both internal and client processes to improve efficiency.
- Act as a mentor to younger staff and work directly with Senior Managers and Partners.
Benefits
- Comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory services, as well as managed IT services through our partnership with Xamin, Inc.
- Supportive environment focused on growth
- Opportunities to grow into leaders
- A voice in shaping the firm’s future
- M&S Cares program for giving back to the community
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What This Job Offers
Job Type
Full-time
Career Level
Senior
