Senior Tax Manager jobs in United States
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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.

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Growth Opportunities

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

CPAEA designation8+ years taxation experienceHigh-net-worth servicesClient management skillsCommunication skillsCollaborative environment

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

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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 Stage

Leadership Team

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Jason Alexander
Chief Revenue Officer (CRO)
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Matt Nagler
Managing Partner
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