Private Client Tax Senior Manager Hybrid Growth

Keiter CPAs

Glen Allen (VA)

Hybrid

USD 132,000 - 172,000

Full time

14 days+

Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Medical, dental, vision insurance

401K plan

HSA/FSA eligibility

Paid time off

Job summary

Keiter CPAs is seeking a seasoned tax professional to manage private client engagements and collaborate with managers, partners, clients, staff, and outside advisors across all phases. You will prepare and review individual, fiduciary, trust, estate, gift, and multi-state returns for high-net-worth clients, research technical guidance, and support planning strategies.

A CPA license and 7+ years in private client tax services are required; CFP is a plus.

Qualifications

Bachelor's degree in accounting and CPA license are required.
7+ years of experience in private client tax services.
Active CPA license; CFP is a plus.
Experience preparing and reviewing individual, fiduciary, trust, estate, and multi-state returns.

Responsibilities

Serve as liaison between managers, partners, clients, staff, and outside advisors throughout Private Client Services tax engagements.
Manage tax engagements for high-net-worth individuals, families, trusts, estates, and related entities.
Prepare and review individual, fiduciary, trust, estate, gift, and multi-state tax returns.
Research and apply technical tax guidance related to individual taxation, fiduciary taxation, trusts, estates, and compliance matters.
Serve as a main point of contact for multiple clients and manage tax-related communication with attorneys, brokers, trustees, and other third parties.
Identify planning opportunities and support clients with tax strategies related to wealth transfer, estate planning, trust administration, and family financial matters.
Review client information, assess tax implications, and coordinate with internal team members to deliver timely, accurate, and thoughtful client service.
Monitor tax law changes and evaluate how new guidance may impact private clients, trusts, estates, and related planning strategies.
Support client meetings and advisory conversations by preparing analysis, recommendations, and follow-up related to complex tax matters.
Contribute to staff development by coaching, mentoring, and sharing technical knowledge through one-on-one teachable moments and regular feedback.
Participate in business development by building relationships with key service providers, identifying opportunities with existing clients, and following through with new client leads.