Senior Tax Manager - Private Client Services

Insite US; Connecticut; Hybrid; USD 130,000 - 190,000; Full time

Benefits offered by this job

Hybrid work model

Career development

Job summary

Insite US in Hartford, CT is seeking an experienced Tax Senior Manager to lead its Private Client Services offering. The role focuses on high‑net‑worth planning, client relationships, staff development, and growing the practice with coordinated family and entity structures.

You will oversee complex private client engagements, mentor senior staff, and partner with leadership on strategy and advisory opportunities. Hybrid work is available.

Qualifications

• 8+ years of public accounting tax experience.
• CPA license is required.
• Experience with high-net-worth tax planning.
• Knowledge of trusts, estates, partnerships and S corporations.
• Leadership and team management experience.
• Strong communication and client management skills.

Responsibilities

• Manage a portfolio of complex Private Client tax engagements.
• Review individual, fiduciary and pass-through tax returns.
• Advise HNW individuals and business owners on federal and state tax planning.
• Oversee tax projections and year-end planning strategies.
• Research and resolve complex technical tax issues.
• Act as a trusted advisor to key clients.
• Coordinate engagements involving multiple entities and family interests.
• Lead, mentor and develop Managers and Senior Associates.
• Work with Partners on client strategy and advisory opportunities.
• Support the growth of the Private Client practice.

Skills

HNW taxation

Client relationships

Staff development

Tax research

Multi-entity coordination

Leadership

Education

CPA license

Bachelor's in accounting

Job description

Hartford, Connecticut | Hybrid

A well-established CPA and advisory firm is looking for an experienced Tax Senior Manager to help lead its Private Client Services offering in Hartford.

This role will suit someone who has developed strong technical experience in HNW taxation and now wants greater responsibility for client relationships, staff development and the long-term growth of a practice.

You'll work with successful individuals, families, trusts, estates and privately held businesses whose tax affairs require coordinated planning and advice.

What You'll Be Responsible For

• Manage a portfolio of complex Private Client tax engagements.
• Review individual, fiduciary and pass-through tax returns.
• Advise HNW individuals and business owners on federal and state tax planning.
• Oversee tax projections and year-end planning strategies.
• Research and resolve complex technical tax issues.
• Act as a trusted advisor to key clients.
• Coordinate engagements involving multiple entities and family interests.
• Lead, mentor and develop Managers and Senior Associates.
• Work with Partners on client strategy and advisory opportunities.
• Support the growth of the Private Client practice.

Your Background

• 8+ years of public accounting tax experience.
• Active CPA required.
• Strong experience with HNW individuals and Private Client taxation.
• Knowledge of trusts, estates, partnerships and S Corporations.
• Previous engagement and team leadership experience.
• Strong technical, communication and client management skills.

What's in It for You?

You'll have the opportunity to build long-term relationships with sophisticated clients, take ownership of complex work and establish yourself as a senior leader within the Private Client team.

The position offers hybrid working, professional development and opportunities for continued career progression.