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Tax Manager (Philadelphia)
Tax Manager (Philadelphia)Selby Jennings • Philadelphia, PA, US
Tax Manager (Philadelphia)

Tax Manager (Philadelphia)

Selby Jennings • Philadelphia, PA, US
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Tax Manager - Family Office

Location : Philadelphia, PA

Employment Type : Full-Time

About Us

We are a leading family office dedicated to providing comprehensive wealth management services to ultra-high-net-worth families. Our approach combines personalized tax planning, estate strategies, and investment advisory to help clients preserve and grow their wealth across generations. We pride ourselves on fostering a collaborative, client-focused culture that values integrity, innovation, and excellence.

The Opportunity

We are seeking an experienced Tax Manager to join our team. This individual will play a key role in managing tax compliance and planning for complex individual, trust, and entity structures. The ideal candidate will bring deep technical expertise, strong leadership skills, and a passion for delivering exceptional service to UHNW clients.

Responsibilities

  • Lead preparation and review of individual, fiduciary, partnership, and foundation tax returns (Forms 1040, 1041, 1065, 709, 1120, 990-PF).
  • Develop and implement innovative tax strategies to minimize liabilities and optimize financial outcomes for clients.
  • Advise on estate planning, wealth transfer, and investment structuring in collaboration with internal teams and external advisors.
  • Oversee and mentor junior tax professionals, fostering growth and excellence within the team.
  • Manage relationships with clients, external tax advisors, and regulatory authorities to ensure compliance and proactive planning.
  • Stay current on tax law changes and industry trends to identify opportunities and mitigate risks.

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field; Master of Taxation or JD preferred.
  • CPA certification required.
  • 7+ years of progressive tax experience, including UHNW individual and family office clients.
  • Expertise in trusts, estates, gift tax, and complex investment structures.
  • Proficiency in tax software (UltraTax preferred) and Microsoft Office Suite.
  • Strong leadership, analytical, and communication skills.

    • Why Join Us?

  • Opportunity to work with sophisticated clients and complex tax strategies.
  • Collaborative, inclusive culture that values professional growth.
  • Competitive compensation and benefits package.
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