Tax Transformation, Private Client Services (Senior Analyst to Director)

Segrera Associates; United States; Remote; USD 120,000 - 240,000; Full time

Job summary

Segrera Associates is expanding its Tax Transformation team to optimize how private client tax work (1040, trusts, estates, gifts) is delivered for high net worth clients. The role is remote and focuses on redesigning intake, data gathering, preparation, and delivery, sitting between practitioners and technology teams.

Senior Analyst to Director levels will drive adoption of platforms, tooling, and automation, building roadmaps, and mentoring teams.

Qualifications

• Hands-on 1040 private client tax preparation & review experience.
• Experience improving tax workflows via process redesign, technology, automation, data or AI.
• Familiarity with major tax platforms (Thomson Reuters, CCH).
• Ability to bridge practitioners and technology teams.

Responsibilities

• Assess current 1040 and private client workflows and identify simplifications, standardization or automation opportunities.
• Collaborate with technology, automation, data, and AI teams to design usable solutions.
• Lead sessions with tax leaders to gather requirements and define workflow.
• Support evaluation and rollout of tax platforms, workflow tools, and automation tech.
• Build adoption, training and change plans to monitor new processes.
• At Senior Manager and Director levels: own transformation roadmap, build business cases, manage vendors, present to leadership, lead a team.

Skills

1040 tax prep

Private client tax transformation

Process redesign

Automation/AI initiatives

Education

Bachelor's degree in Accounting, MIS, Business, or related field

Tools

Thomson Reuters

CCH

Job description

Tax Transformation | Private Client Services and High Net Worth Tax

National Professional Services Firm

100% Remote | No Travel | Direct Hire

Hiring at Senior Analyst, Manager, Senior Manager, and Director levels. Title and compensation will align with experience and scope.

US Citizens and Green Card holders only. Sponsorship and visa transfers are not available for these positions.

The Opportunity

A national professional services firm is expanding the internal team that owns how tax work gets delivered across the firm. The team drives process redesign, automation, data, and AI initiatives across the tax practice, and is now hiring at four levels to focus on Private Client Services: individual (1040), trust, estate, and gift work for high net worth families and their related entities.

This is not a client delivery role. You'll evaluate how 1040 and private client work is performed today, from intake and data gathering through preparation, review, and delivery, and redesign how it should be performed going forward. The people who succeed here have done the work themselves and know where it breaks, and they can sit between practitioners and technology teams and be credible to both.

What You'll Do

• Assess current 1040 and private client workflows and identify where work should be simplified, standardized, automated, or redesigned
• Partner with technology, automation, data, and AI teams to design and implement solutions practitioners will actually adopt
• Lead working sessions with tax leaders and preparers to gather requirements and define how work should flow
• Support evaluation and rollout of tax platforms, workflow tools, and automation technology
• Build adoption, training, and change plans and monitor how new processes are being used
• At Senior Manager and Director levels: own the Private Client transformation roadmap, build business cases and success measures, manage vendors, present to firm leadership, and lead a team

What We're Looking For

• Hands-on 1040 and private client tax preparation and review experience, ideally rooted in public accounting. This is the non-negotiable.
• Experience improving how tax work gets done, whether through process redesign, technology implementation, automation, data, or AI initiatives. Depth expected scales with level; at Senior Analyst, strong exposure and genuine interest is enough
• Familiarity with major tax platforms, including Thomson Reuters and CCH products
• Ability to work with both practitioners and technology teams and translate between them
• Bachelor's degree in Accounting, MIS, Business, or a related field
• US Citizen or Green Card holder. No sponsorship or visa transfers.

Preferred Experience

• Trust, estate, gift, or family office exposure alongside individual returns
• An internal tax operations, tax technology, or transformation seat at a public accounting or professional services firm
• Experience building business cases and measuring return on transformation investments
• CPA

This is an internal seat with real ownership of how a national firm delivers private client tax work.