Remote Tax Senior Manager - Private Client & HNW

SAX Advisory Group; United States; Remote; USD 175,000 - 225,000; Full time

Benefits offered by this job

Unlimited PTO for Managers and Above

401k with matching contribution

Summer Fridays at 1pm

Job summary

SAX Advisory Group, LLC is seeking an experienced tax professional to lead private client services for high-net-worth individuals. The role emphasizes delivering precise tax planning, researching complex issues, and maintaining client relationships in a remote-friendly setting.

The position requires 5+ years of tax experience, a BA in Accounting, and strong technical skills with Form 1040s. Expect opportunities for advancement, competitive pay, and a supportive team culture.

Qualifications

• Must have strong, advanced tax expertise for private client services and high-net-worth individuals.
• 5+ years of work experience in tax or related advisory services.
• Experience with Form 1040s and other individual tax documents is required.
• Strong communication and client-relations skills are essential.

Responsibilities

• Lead engagement and manage client relationships with focus on high-quality tax service.
• Formulate conclusions and actions that align with firm policies and professional standards.
• Ensure tax advice is technically correct and well-documented.
• Coach and develop junior staff and coordinate work across teams.

Skills

Advanced tax expertise

Client service excellence

Leadership

Communication skills

Multi-tasking

Education

BA in Accounting

MST/MBA/JD/LLM is a plus

Tools

MS Office

Tax software

Job description

SAX Advisory Group, LLC is seeking an experienced tax professional to lead private client services for high-net-worth individuals. The role emphasizes delivering precise tax planning, researching complex issues, and maintaining client relationships in a remote-friendly setting.

The position requires 5+ years of tax experience, a BA in Accounting, and strong technical skills with Form 1040s. Expect opportunities for advancement, competitive pay, and a supportive team culture.