Tax Manager - Private Client Services

Keiter • Glen Allen, VA

2d • $108,600 - $141,200

About The Position

The Tax Manager – Private Client Services manages tax engagements for high-net-worth individuals, families, trusts, estates, and related entities. The role serves as a key liaison among senior managers, partners, clients, staff, and outside advisors throughout engagement phases. It includes reviewing tax returns, researching and applying technical guidance, identifying planning opportunities, advising clients, and managing client relationships. The manager also coaches staff and supports business development.

Requirements

• At least 5 years of experience in public accounting, tax consulting, or a similar field.
• At least 3 years of direct private client tax services experience.
• Bachelor's degree in accounting.
• Active CPA license.
• Strong technical and analytical skills in private client tax services.
• Ability to manage deadlines in a fast-paced environment.
• Relationship-focused mindset and a passion for helping clients reach their goals.
• Desire to coach and develop tax associates through knowledge sharing.
• Professional, inclusive demeanor that contributes to a positive team culture.
• Willingness to support business development efforts.
• Working knowledge of Microsoft Office and tax preparation software.

Nice To Haves

• CFP certification.

Responsibilities

• Manage tax engagements for high-net-worth individuals, families, trusts, estates, and related entities.
• Perform primary and secondary reviews of individual, fiduciary, trust, estate, gift, and multistate tax returns.
• Research and apply technical guidance concerning individual and fiduciary taxation, trusts, estates, and compliance matters.
• Identify tax planning opportunities and advise clients on wealth transfer, estate planning, trust administration, and family financial matters.
• Serve as a main point of contact for multiple clients and coordinate with attorneys, brokers, trustees, and other third parties.
• Prepare analyses, recommendations, and follow-up for client meetings and advisory conversations.
• Track tax law changes and assess their effect on private clients and planning strategies.
• Lead client relationships, provide high-quality tax advice, and identify opportunities to expand services.
• Coach and mentor staff through teachable moments and regular feedback.
• Support business development by building relationships with service providers, identifying opportunities with existing clients, and following up on leads.
• Act as a liaison among senior managers, partners, clients, staff, and outside advisors throughout tax engagements.

Benefits

• Comprehensive medical, dental, and vision coverage.
• 401(k), HSA, and FSA.
• Eligibility for an annual performance bonus.
• Disability and life assurance.
• Generous paid time off and paid care leave.
• Programs and resources to support employees and their families.
• Ongoing professional development and continuing education programs.
• Opportunities for community involvement and impact.
• Flexible work environment designed to support professional and personal goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager