Create Meaningful Impact. Lead With Insight. Empower Legacy.
Keiter is seeking a Tax Manager to join our Private Client Services 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
- Serve as a key liaison between managers, senior managers, partners, clients, staff, and outside advisors throughout all phases of Private Client Services tax engagements.
- Manage tax engagements for high-net-worth individuals, families, trusts, estates, and related entities.
- Prepare and review individual, fiduciary, trust, estate, gift, and multi-state tax returns.
- Research and apply technical tax guidance related to individual taxation, fiduciary taxation, trusts, estates, and compliance matters.
- Serve as a main point of contact for multiple clients and manage tax-related communication with attorneys, brokers, trustees, and other third parties.
- Identify planning opportunities and support clients with tax strategies related to wealth transfer, estate planning, trust administration, and family financial matters.
- Review client information, assess tax implications, and coordinate with internal team members to deliver timely, accurate, and thoughtful client service.
- Monitor tax law changes and evaluate how new guidance may impact private clients, trusts, estates, and related planning strategies.
- Support client meetings and advisory conversations by preparing analysis, recommendations, and follow-up related to complex tax matters.
- Contribute to staff development by coaching, mentoring, and sharing technical knowledge through one-on-one teachable moments and regular feedback.
- Participate in business development by building relationships with key service providers, identifying opportunities with existing clients, and following through with new client leads.
What We Offer
- A large variety of client industries, allowing for diverse day‑to‑day tax projects
- Opportunities to build close, trusted relationships with clients
- An open environment that encourages new ideas and innovative methodologies
- Ongoing professional development and continuing education programs
- Access to multiple niche service and industry teams aligned with your interests
- A supportive, collaborative team environment
- A flexible work environment designed to support your professional and personal goals
- Opportunities for community involvement and impact
What You Bring
- Strong technical and analytical skills in private client tax services.
- Ability to manage deadlines and meet time constraints in a fast‑paced environment
- A relationship‑focused mindset with a passion for helping clients achieve their goals
- Desire to coach and develop tax associates through knowledge sharing
- Professional, inclusive demeanor that contributes to a positive team culture
- Willingness to support business development efforts
- 5+ years of experience in public accounting, tax consulting, or similar, with a focus on private client tax services.
- 3+ years of direct private client tax services experience
- Bachelor’s degree in accounting
- Active CPA license; CFP is a plus
- Working knowledge of Microsoft Office and tax preparation software
Pay
- The anticipated hiring range for this position is $108,600-$141,200 and is dependent on relevant experience, qualifications, and skills.
Benefits
- Comprehensive medical, dental, and vision coverage
- 401K, HSA, and FSA
- Eligibility for an annual performance bonus
- Disability and life assurance
- Generous Paid Time Off and Paid Care Leave
- Additional Programs and resources to support you and your family
Join Keiter
Join Keiter and help guide clients in building wealth, preserving legacy, and pursuing purpose – while advancing your own career in a firm that values innovation, collaboration, and community impact.
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.
