KBW Financial Staffing & Recruiting · 1 week ago
Senior Tax Manager
KBW Financial Staffing & Recruiting is a growing public accounting firm that prioritizes people and offers a flexible work environment. They are seeking a Senior Tax Manager to lead relationships with high-net-worth clients, oversee complex tax returns, and mentor staff while enhancing client services.
CrowdfundingFinancial ServicesHuman Resources
Responsibilities
Lead and manage relationships with high-net-worth individuals, trusts, and estates
Review and oversee complex individual, trust, and partnership tax returns
Identify and execute tax planning and advisory opportunities
Supervise, mentor, and develop staff members
Collaborate with leadership to enhance client service and firm operations
Qualification
Required
CPA or EA designation (required)
8+ years of experience in individual and trust taxation
Strong communication and client management skills
Ability to thrive in a fast-paced, collaborative environment
Preferred
Background in high-net-worth or private client services
Benefits
Competitive compensation and comprehensive benefits
Flexible hybrid schedule and genuine work-life balance
Engaged, approachable leadership team
Modern, collaborative culture focused on growth and excellence
Company
KBW Financial Staffing & Recruiting
KBW Financial Staffing & Recruiting is a staffing and recruiting company providing accounting and financial placement services. It is a sub-organization of BANKW Staffing.
Funding
Current Stage
Early StageRecent News
NH Business Review
2026-01-17
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