Senior Tax Manager

Madison-Davis, LLC; United States; Remote; USD 110,000 - 170,000; Full time

Job summary

Madison-Davis, LLC is seeking a Tax Manager/Senior Tax Manager for a fully remote role, serving high-net-worth individuals, investment professionals, and closely held businesses. You will lead complex engagements, manage client relationships, and guide staff through planning, compliance, and reviews.

The role offers substantial autonomy, direct collaboration with firm leadership, and opportunities to shape a growing practice in a remote environment. CPA required with 7+ years of experience.

Qualifications

• CPA designation required.
• 7+ years of public accounting tax experience, including meaningful manager-level experience.
• Strong knowledge of federal individual and pass-through entity taxation.
• Significant experience serving high-net-worth individuals and closely held business owners.
• Proven ability to independently manage client relationships and complex engagements.
• Experience reviewing tax returns and supervising preparation staff.
• Ability to work independently and maintain responsiveness in a fully remote environment.
• Big Four, national, or established regional firm experience preferred.
• Experience serving private equity, hedge fund, venture capital, or investment management professionals preferred.
• Knowledge of complex K-1s, carried interest, and multistate taxation preferred.
• Experience with trusts, estates, private foundations, and professional tax software preferred.

Responsibilities

• Manage a portfolio of high-net-worth individuals, investment professionals, and closely held businesses.
• Serve as the primary client contact for tax compliance, planning, and engagement updates.
• Review complex individual, partnership, S corporation, and fiduciary tax returns.
• Advise on estimated payments, investment income, partnership allocations, and residency issues.
• Oversee engagements from information collection through review and filing.
• Supervise and develop tax staff, including offshore preparation resources.
• Research technical tax matters and recommend practical solutions.
• Coordinate with clients, attorneys, financial advisors, and other professionals.
• Monitor engagement deadlines, workflow, deliverables, and work quality.
• Partner with senior leadership on complex engagements and process improvements.

Skills

Client relationship management

Tax planning & compliance

Staff supervision

Independent work in remote environment

Education

CPA designation

Job description

ABOUT THE ROLE

A boutique public accounting firm is seeking a Tax Manager or Senior Tax Manager for a fully remote opportunity. The firm provides tax compliance and planning services to high-net-worth individuals, investment professionals, closely held businesses, and fiduciary clients. This position will manage client relationships, oversee complex tax engagements, and guide preparation staff. The role offers direct collaboration with firm leadership, substantial autonomy, and the opportunity to contribute to a growing practice. Compensation is competitive and commensurate with experience.

RESPONSIBILITIES

• Manage a portfolio of high-net-worth individuals, investment professionals, and closely held businesses.
• Serve as the primary client contact for tax compliance, planning, and engagement updates.
• Review complex individual, partnership, S corporation, and fiduciary tax returns.
• Advise on estimated payments, investment income, partnership allocations, and residency issues.
• Oversee engagements from information collection through review and filing.
• Supervise and develop tax staff, including offshore preparation resources.
• Research technical tax matters and recommend practical solutions.
• Coordinate with clients, attorneys, financial advisors, and other professionals.
• Monitor engagement deadlines, workflow, deliverables, and work quality.
• Partner with senior leadership on complex engagements and process improvements.

QUALIFICATIONS

• CPA designation required.
• 7+ years of public accounting tax experience, including meaningful manager-level experience.
• Strong knowledge of federal individual and pass-through entity taxation.
• Significant experience serving high-net-worth individuals and closely held business owners.
• Proven ability to independently manage client relationships and complex engagements.
• Experience reviewing tax returns and supervising preparation staff.
• Strong communication, organization, and time management skills.
• Ability to work independently and maintain responsiveness in a fully remote environment.
• Big Four, national, or established regional firm experience preferred.
• Experience serving private equity, hedge fund, venture capital, or investment management professionals preferred.
• Knowledge of complex K-1s, carried interest, and multistate taxation preferred.
• Experience with trusts, estates, private foundations, and professional tax software preferred.