Position Opening: Tax Senior Manager – High Net Worth

Create Meaningful Impact. Lead With Insight. Empower Legacy.

Keiter is seeking a Tax Senior Manager to join our Family, Executive, & Entrepreneur Advisory Services (FEEAS) tax group, a dynamic and growing practice serving high-net-worth individuals, multi-generational families, executives, and business owners. This is an opportunity to build lasting client relationships while delivering sophisticated tax strategy, estate planning guidance, and advisory services that support long-term financial success and legacy goals.

Why Keiter?

At Keiter, we help people achieve their full potential while pursuing their purpose – at home, at work, and in the community.  We offer:

• A flexible, supportive work environment that empowers your professional and personal success
• A clear path for advancement and leadership within the firm
• Meaningful community involvement opportunities
• A culture that values collaboration, innovation, relationships, and accountability

As Opportunity Advisors®, our mission goes beyond compliance. We help clients uncover new opportunities through deep relationships, proactive insights, and thoughtful tax strategies tailored to their evolving needs.

What You’ll Do:

As a key leader in the FEEAS tax group, you will:

• Serve as the liaison among partners, senior managers, clients, and staff during all phases of tax engagements
•  Manage complex individual, trust, estate, and multi-state tax engagements from planning through delivery
• Serve as the primary point of contact for multiple clients, coordinating directly with their attorneys, brokers, and other third-party advisors
• Demonstrate strong technical proficiency in accounting, individual taxation, and trust/estate matters
• Apply comprehensive knowledge of the U.S. Tax Code and compliance requirements
• Mentor and develop staff through coaching, feedback, and teachable moments while actively seeking input from others
• Participate in business development efforts, including relationship building with service providers, networking with potential clients, and following up on leads
• Foster a collaborative, inclusive, and professional team environment

What You’ll Bring:

• Active CPA license required; CFP® or other planning credentials is a plus
• Minimum of 5+ years in public accounting, tax consulting, or equivalent advisory experience
• Strong technical proficiency in individual taxation, trusts, estates, and gift tax compliance and planning
• A passion for building long-term client relationships based on trust, integrity, and insight
• Able to distill complex tax concepts clearly and confidently
• Business development mindset and the desire to grow your professional network

Benefits:

• Comprehensive medical, dental, and vision coverage
• 401(k), HSA, and FSA
• Eligibility for an annual performance bonus
• Disability and life insurance
• Generous Paid Time Off and Paid Care Leave
• Additional programs and resources to support you and your family

Join Keiter and discover how your expertise can guide clients in building wealth, preserving legacy, and pursuing purpose.

Keiter CPA is an Equal Opportunity Employer and does not discriminate against individuals based on their race, color, religion, or belief, national or ethnic origin, sex (including pregnancy), age, disability, sexual orientation, gender identity, veteran status, family medical history or genetic information, or any other status protected by federal, state, or local laws or regulations. 

Candidates must possess authorization to work in this United States of America throughout their employment with the company.  Keiter CPA participates in the E-Verify program.