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Tax Senior Manager, Private Client Group

Boca Raton, FL 10036

Posted: 06/15/2026 Employment Type: Direct Placement Job Number: 28632499 Pay Rate: 160000-220000 USD/Year

Job Description

A New York City based Certified Public Accounting and Consulting firm with a New York and Florida presence is seeking to hire ta Tax Manager, Private Client Group to join their teams. This position can be in Boca Raton, FL or Palm Beach Gardens, FL, or in New York City.
The Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the client's other financial advisors, and fostering strong client relationships. The Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently.

RESPONSIBILITIES:
  • Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns.
  • Build and maintain strong relationships with high-net-worth clients and their families.
  • Understand clients'financial goals, objectives, and family dynamics.
  • Provide expert advice on trust and estate planning strategies tailored to individual client needs.
  • Provide guidance, training, and support to team members.
  • Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family's goals.
  • Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients'objectives.
  • Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents.
  • Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes.
  • Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors.
  • Stay updated on changes in tax laws and advise clients on tax-efficient strategies.
  • Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients.
  • Collaborate with other departments within the organization to provide integrated solutions to clients'financial needs.
  • Work with legal counsel to resolve disputes and challenges related to trusts and estates.

QUALIFICATIONS:

Education:
  • Bachelor's degree in law, accounting, finance, or related field.
  • A Juris Doctor (JD) degree and/or Certified Public Accountant (CPA) certification is preferred.

Experience:
  • 8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients.
  • Strong knowledge of trust and estate laws, tax laws, and regulations.
  • Excellent leadership and team management skills.
  • Exceptional communication and interpersonal skills for building and maintaining client relationships.
  • Detail-oriented with a high level of accuracy in work.
  • Ability to analyze complex financial situations and develop customized solutions.
  • Strong organizational skills and ability to manage multiple client relationships and projects simultaneously.

Compensation:
  • Competitive annual salary in the range of $160, 000 to $220, 000 based on individual's experience level.

Meet Your Recruiter

Byron Johnson

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About Boca Raton, FL

Ready to embark on a rewarding career journey in Boca Raton, Florida? Explore our list of exciting job opportunities in this vibrant and bustling city. Boca Raton, known for its beautiful beaches, upscale shopping at Mizner Park and Town Center Mall, and cultural events at the Boca Raton Museum of Art and The Wick Theatre, offers a unique blend of work and play. With a thriving economy, stunning parks like Red Reef Park and Gumbo Limbo Nature Center, and a strong sense of community, Boca Raton provides endless growth possibilities for job seekers. Join us in discovering the charm and endless opportunities that this remarkable Florida city has to offer!
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Drew Anson

Chief Delivery Officer

Drew Anson is Chief Delivery Officer at Phaxis, a Workforce Solutions Company based in New York.

In this role, Drew leads the delivery and recruiting working closely with the leadership team to define a model that is efficient at supporting the firm s current needs and is scalable for future growth.

Drew is a seasoned executive with more than 13 years of Services & Recruitment experience. In that time, he has supported numerous Fortune 100/500/1000 organizations across industries by providing global workforce solutions, namely resources and thought leadership for large-scale projects, implementations, and managed services.

Prior to joining Phaxis predecessor firm Park Hudson in 2021, Drew spent three years at engineering technology and talent solutions firm, Collabera, as Director of Sales in North Carolina. Earlier in his career, he spent nearly eight years at Insight Global, most recently as Sales Manager of the Columbus, OH office.

He holds a degree from Central Michigan University in Sales & Marketing.

Favorite Book: Extreme Ownership Jocko Willink & Leif Babin
Favorite Team: Michigan Wolverines
Inspirational Quote: There is no substitute for hard work. Thomas A. Edison