Tax Manager / Senior Manager - Private Client Services

Orionplacement; Glen Allen (VA); Hybrid; USD 108,000 - 175,000; Full time

Benefits offered by this job

Dental insurance

Relocation assistance

Retirement plan

Vision insurance

Job summary

A respected public accounting and advisory firm in Virginia is seeking a Manager to handle high net worth tax engagements. The role includes mentoring staff, managing client relationships, and delivering top-notch advisory services. The ideal candidate has an active CPA license with 4+ years in public accounting tax and strong high net worth tax experience. This position offers hybrid flexibility, bonus potential, and is perfect for those looking to progress their careers while working closely with sophisticated clients.

Qualifications

• Active CPA required.
• Minimum of 4 years of experience in public accounting tax.
• Strong high net worth/private client tax experience preferred.
• Experience with trusts, estates, gift tax, and multi-state tax preferred.

Responsibilities

• Manage and review complex tax engagements focused on high net worth clients.
• Serve as a primary client contact and build trusted relationships.
• Deliver high-quality tax planning and compliance support.
• Mentor and develop staff through coaching and leadership.
• Partner with firm leadership on client service strategy.

Skills

Strong client-facing communication skills

Ability to lead engagements

Mentoring and coaching staff

Education

Active CPA

4+ years of public accounting tax experience

Job description

Pay: $108,000.00 - $175,000.00 per year

Why This Is a Great Opportunity

• Join a well-established, growth-oriented CPA and advisory firm where you can work on sophisticated high net worth tax matters and build deeper client relationships.
• Step into a visible role with strong client contact, leadership opportunity, and room to make an impact in a growing private client services practice.
• Enjoy meaningful work with affluent individuals, trusts, estates, and related tax planning matters rather than purely volume-driven compliance work.
• Benefit from a flexible setup: hybrid in the Richmond area is preferred, relocation assistance is available, and fully remote may be considered for truly standout candidates based on experience.
• Earn strong base compensation, year-end bonus potential, and added geographic differential for higher-cost labor markets.

Location: This role is ideally based in the Richmond, Virginia area and offers a hybrid schedule with several in-office days, especially at the start. For an exceptional candidate with the right high net worth tax background, a fully remote arrangement may be considered.

Note: Active CPA required for Manager and Senior Manager levels. Candidates should have public accounting experience plus strong high net worth tax experience, or very strong related tax experience with clear interest in specializing further in HNW/private client work.

About Us

We are a respected public accounting and advisory firm serving privately held businesses, owners, and nonprofits with tax, audit, accounting, consulting, transaction advisory, valuation, forensic, and private client tax services. Our team is known for meaningful work, strong relationships, and a culture focused on professional growth, collaboration, and community involvement. Confidential Employer.

Job Description

• Manage and review complex tax engagements focused on high net worth individuals, closely held business owners, trusts, estates, and multi-state tax matters.
• Serve as a primary client contact and build trusted relationships with clients and their outside advisors, including attorneys, brokers, and other professionals.
• Deliver high-quality tax planning, compliance, and advisory support across private client matters.
• Mentor and develop staff through coaching, review feedback, and day-to-day leadership.
• Partner with firm leadership on client service strategy, practice growth, and business development opportunities.
• Help strengthen a positive, collaborative team culture while contributing to the continued growth of the Private Client Services group.

Qualifications

• Active CPA required
• 4+ years of public accounting tax experience
• Strong high net worth / private client tax experience preferred
• Experience with trusts, estates, gift tax, and multi-state individual tax is strongly preferred
• Strong client-facing communication skills
• Ability to lead engagements, review work, and mentor staff
• U.S. work authorization preferred; sponsorship may be considered selectively for highly relevant candidates

Why You Will Love Working Here

• Challenging, rewarding work with sophisticated clients and room to grow your niche expertise
• Strong people-first culture with real emphasis on career development and team success
• Broad advisory platform and exposure beyond basic tax prep work
• Hybrid flexibility with potential remote consideration for top talent
• Bonus potential, geographic differential, and relocation support where needed

Job Type: Full-time

Benefits

• Dental insurance
• Relocation assistance
• Retirement plan
• Vision insurance