Job Type
Full-Time Regular
Kansas City MO

Private-Client-Services Tax Manager sought for a dynamic national CPA firm with a client base of substantial blue-blood clients, high net worth tax services, and a fun, engaging firm culture with savvy, responsive leaders. The HNW tax manager will be a person who can handle and even enjoy the following: work as a career advocate/coach, seeking to build consultative and compliance team member skills, providing solid feedback, communicating regularly with clients, and assisting in facilitating the nurturance and growth of a substantial private client service tax practice. Great advancement opportunity (partners with a serious retirement plan) if candidate possesses client facing and leadership / management ability

Significant advantages to HNW Tax Manager candidate:

> Use your coaching ability to mentor younger team members

> Take advantage of greater compensation and work-life balance in a regional firm

> Utilize technical abilities in serving real HNW tax clients

> Maximize the resources of this fast-growing Top-50 firm and their significant footprint

> Become a national expert in private client services tax issues for clients

The Role of the Private Wealth Services Tax Manager candidate:

  • Develop and maintain client relationships with current clients
  • Consult with and advise clients on wealth management tax issues.
  • Manage and mentor younger team members to build a strong private client services team
  • Participate actively in the Firm's growth and development of the Private Client Services Tax Group
  • Manage workflow and oversee timely completion of projects.

Background Profile:

  • 7-12 years of public accounting experience, including wealth management clients
  • Experience and aptitude for good client-facing skills
  • Experience and aptitude for managerial leadership
  • CPA, active license
For a confidential conversation, schedule a call with Dan Toussant here, or send resume to