Senior Tax Client Manager

Job Description We are looking for a Senior Tax Client Manager who is ready to move beyond tax compliance and become a trusted advisor to clients. This is a client-facing advisory role for a tax professional who enjoys building relationships, leading tax planning conversations, and helping individuals and business owners make smarter financial decisions. You will manage a portfolio of clients, serve as their primary point of contact, and deliver proactive tax strategies throughout the year, not just during tax season. What You'll Do Client Advisory & Tax Planning Lead proactive tax planning conversations with individuals, business owners, and closely held entities Identify tax-saving opportunities and develop strategies tailored to each client's financial goals Review financial information and tax returns to uncover planning opportunities throughout the year Prepare and review individual and business tax returns, including 1040, 1065, 1120, and 1120S Provide clear guidance and recommendations clients can act on Client Relationship Management Manage a dedicated portfolio of clients as their trusted tax advisor Build long-term relationships through proactive communication and exceptional service Lead client meetings and explain tax strategies with confidence and professionalism Identify opportunities to expand advisory relationships and deliver additional value Collaboration & Firm Growth Partner with firm leadership and team members on complex client engagements Maintain high-quality standards for documentation, accuracy, and client service Work effectively in a fully remote, technology-driven environment Contribute to a growing firm culture focused on excellence and continuous improvement What You'll Bring 7+ years of experience in public accounting tax preparation and review CPA preferred Experience preparing and reviewing U.S. individual and business tax returns, including Form 1040 (high-net-worth individuals/business owners), 1065, 1120, and 1120S. Strong understanding of tax planning strategies and tax law Experience working directly with clients and leading advisory conversations Ability to manage multiple client relationships and deadlines independently Strong communication skills and the ability to explain complex tax concepts clearly High attention to detail and commitment to delivering exceptional client service What We Offer Fully remote position Competitive base salary Performance bonus and profit-sharing opportunity Flexible schedule and work-life balance No excessive overtime during tax season Professional development and training support Opportunity for significant growth within a fast-growing advisory-focused firm This is an opportunity for a tax professional who wants to build lasting client relationships, deliver meaningful tax strategies, and grow as a trusted advisor. Candidates should have hands-on public accounting tax experience and be comfortable taking ownership of client relationships.