Tax Manager Senior Manager Private Client Services

Pay: $108000.00 - $175000.00 per year

Why This Is a Great Opportunity

• Join a well-established growth-oriented CPA and advisory firm where you can work on sophisticated high net worth tax matters and build deeper client relationships.
• Step into a visible role with strong client contact leadership opportunity and room to make an impact in a growing private client services practice.
• Enjoy meaningful work with affluent individuals trusts estates and related tax planning matters rather than purely volume-driven compliance work.
• Benefit from a flexible setup: hybrid in the Richmond area is preferred relocation assistance is available and fully remote may be considered for truly standout candidates based on experience.
• Earn strong base compensation year-end bonus potential and added geographic differential for higher-cost labor markets.

Location: This role is ideally based in the Richmond Virginia area and offers a hybrid schedule with several in-office days especially at the start. For an exceptional candidate with the right high net worth tax background a fully remote arrangement may be considered.

Note: Active CPA required for Manager and Senior Manager levels. Candidates should have public accounting experience plus strong high net worth tax experience or very strong related tax experience with clear interest in specializing further in HNW/private client work.

About Us

We are a respected public accounting and advisory firm serving privately held businesses owners and nonprofits with tax audit accounting consulting transaction advisory valuation forensic and private client tax services. Our team is known for meaningful work strong relationships and a culture focused on professional growth collaboration and community involvement. Confidential Employer.

Job Description

• Manage and review complex tax engagements focused on high net worth individuals closely held business owners trusts estates and multi-state tax matters.
• Serve as a primary client contact and build trusted relationships with clients and their outside advisors including attorneys brokers and other professionals.
• Deliver high-quality tax planning compliance and advisory support across private client matters.
• Mentor and develop staff through coaching review feedback and day-to-day leadership.
• Partner with firm leadership on client service strategy practice growth and business development opportunities.
• Help strengthen a positive collaborative team culture while contributing to the continued growth of the Private Client Services group.

Qualifications

• Active CPA required
• 4 years of public accounting tax experience
• Strong high net worth / private client tax experience preferred
• Experience with trusts estates gift tax and multi-state individual tax is strongly preferred
• Strong client-facing communication skills
• Ability to lead engagements review work and mentor staff
• U.S. work authorization preferred; sponsorship may be considered selectively for highly relevant candidates

Why You Will Love Working Here

• Challenging rewarding work with sophisticated clients and room to grow your niche expertise
• Strong people-first culture with real emphasis on career development and team success
• Broad advisory platform and exposure beyond basic tax prep work
• Hybrid flexibility with potential remote consideration for top talent
• Bonus potential geographic differential and relocation support where needed

JPC-845

Job Type: Full-time

Benefits:

• Dental insurance
• Relocation assistance
• Retirement plan
• Vision insurance

Requirements: Must-haves: CPA license 4 public accounting tax experience.

• Important info:

  • LinkedIn ad marketed as REMOTE. When submitting say candidate is open to remote. Indeed ad is hybrid - if applied there say theyre open to hybrid.

  • DO NOT SUBMIT CANDIDATES WHO RESIDE IN FOLLOWING STATES: CA WA OR OH NJ NY PA MD MA

• Nice to haves: high net worth/private client tax depth plus trust estate gift and multi-state individual tax experience.

• Additional context: Relocation- YES. Packages - YES

• Salary Bands:

  • 5 to 7 years directly relevant experience: likely Manager range around $108000 to $128000

  • 7 to 10 years directly relevant experience: likely Manager / lower Senior Manager range around $128000 to $150000

  • 10 years directly relevant experience with strong HNW depth: likely Senior Manager range around $150000 to $175000

  • Bonus potential: roughly $3000 to $10000 typically lower in year one depending on start date and performance

Submissions Name / Alanna - ;

Quick Recruiter Reference (Internal Summary)

Regional CPA/advisory firm hiring a Tax Manager or Senior Manager into Private Client Services. Need active CPA public accounting background and real HNW tax depth. Richmond-hybrid preferred; remote only for very strong niche candidates.

Recruiters Submission: To submit cancel - Tax Manager / Senior Manager - Private Client Services - Keiter CPAs - JPC 845 - Source

**New Job Order Alert**

• Client job title: Tax Manager / Senior Manager - Private Client Services

• Location: Glen Allen VA

• On-site hybrid remote: Hybrid/Remote

• Experience: 4

• Good fit job titles/keywords for candidates: Tax Manager Tax Senior Manager Private Client Services High Net Worth Tax HNW Tax Private Client Tax Individual Tax Trust & Estate Tax Estate & Gift Tax Ultra High Net Worth UHNW Public Accounting CPA

• # of hires needed: 1

• Open or not to recruiters on TE: YES

• Job posting strategy (bottom of package details): Very hard CPA Tax role 3 yrs exp. Remote OR hybrid