Tax Manager/Sr. Manager - Private Client Services, Closely-held

Tax Manager or Senior Manager - Private Client Services and closely-held businesses

We're a full-service CPA firm based in West Michigan, committed to helping clients reach their full potential through expert accounting, tax, and advisory services. Our team excels in areas like business litigation, valuation, technology solutions, and personal planning. We work with individuals and families (HNW) and closely-held businesses who share our values-trust, collaboration, entrepreneurship, and a long-term mindset.

Our core values-teamwork, going above and beyond, passion for living, and a growth mindset-guide how we work, connect, and grow. We balance hard work with fun, always striving to support both our clients and our team.

Position Overview
As a Tax Manager in Private Client Services, you will lead tax compliance and advisory services for high-net-worth individuals and families, along with associated businesses. This role involves managing client relationships, overseeing the preparation and review of tax returns, and providing strategic tax planning advice to optimize clients' financial positions.

Key Responsibilities

• Manage tax and consulting engagements for high-net-worth clients and closely held businesses, including review of individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and ensure compliance with professional standards 
• Develop and maintain strong client relationships, acting as the primary point of contact for tax-related inquiries and services.
• Provide strategic tax planning advice to clients, including estate and gift tax strategies, investment tax strategies, and retirement planning.
• Supervise and mentor junior staff members, providing training and guidance on tax compliance and advisory work.
• Stay updated on tax law changes and industry trends to ensure clients receive the highest level of service and expertise.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA certification is required.
• Minimum of 5 years of experience in public accounting, with a focus on tax compliance and planning for high-net-worth individuals.
• Strong understanding of federal and state tax regulations and compliance issues.
• Excellent interpersonal and communication skills, with the ability to build and maintain client relationships.

Benefits

• Comprehensive medical, dental, FSA and Life/Disability Insurance options.
• Roth 401(k)
• Flexible paid time off (PTO)
• Half-day Fridays during the summer months
• Bonus Program Based on Tenure

Email Your Resume In Word To
Vincent.Steger@CyberCoders.com
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Vincent Steger - Sr. Executive Recruiter

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This is a new role.

This job was first posted by CyberCoders on 09/14/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.

Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

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