Talent.com
Tax Manager (Philadelphia)
Tax Manager (Philadelphia)Selby Jennings • Philadelphia, PA, US
Tax Manager (Philadelphia)

Tax Manager (Philadelphia)

Selby Jennings • Philadelphia, PA, US
[job_card.variable_hours_ago]
[job_preview.job_type]
  • [job_card.full_time]
  • [job_card.part_time]
[job_card.job_description]

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.
    • [job_alerts.create_a_job]

    Tax Manager • Philadelphia, PA, US

    [internal_linking.similar_jobs]
    Tax Manager

    Tax Manager

    Solid Rock Recruiting LLC • Philadelphia, PA, US
    [job_card.full_time]
    Tax Manager – Public Accounting | Hybrid or Remote.A top-tier public accounting firm is hiring an experienced.This is an opportunity to join a values-driven organization that places a high pr...[show_more]
    [last_updated.last_updated_30] • [promoted]
    State and Local Tax - Indirect Tax - Manager

    State and Local Tax - Indirect Tax - Manager

    Pennsylvania Staffing • Philadelphia, PA, US
    [job_card.full_time]
    State & Local Tax (SALT) Manager.At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses nav...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Tax Manager

    Tax Manager

    Jobot • Horsham, PA, US
    [job_card.full_time]
    Awesome midsize CPA firm consistently known as a BEST PLACE TO WORK & BEST OF BEST for Philly is hiring!!.This Jobot Job is hosted by : Travis Poley. Are you a fit? Easy Apply now by clicking the...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Federal Tax Manager Global Compliance and Reporting Philadelphia

    Federal Tax Manager Global Compliance and Reporting Philadelphia

    EY Studio+ Nederland • Philadelphia, Pennsylvania, USA
    [job_card.full_time]
    At EY were all in to shape your future with confidence.Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help to ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Senior Manager

    Tax Senior Manager

    Spartan Placements, LLC • Philadelphia, PA, US
    [job_card.full_time]
    Lead and manage all phases of client tax engagements for closely held businesses and owners.Perform final review of business and individual tax returns. Provide proactive tax planning, strategy, and...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Tax Leader | Hybrid, Path to Partner

    Senior Tax Leader | Hybrid, Path to Partner

    Compass Business Solutions • Cherry Hill Township, NJ, United States
    [job_card.full_time]
    A reputable accounting firm is seeking a Senior Tax Leader to oversee client relationships and provide expert tax consulting. The ideal candidate will have 15+ years in public accounting, strong lea...[show_more]
    [last_updated.last_updated_1_hour] • [promoted] • [new]
    Tax Associate

    Tax Associate

    H&R Block • Clementon, NJ, US
    [job_card.full_time]
    At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Senior, Registered Investment Companies (RICs)

    Tax Senior, Registered Investment Companies (RICs)

    Cohen & Company • Philadelphia, PA, US
    [job_card.full_time]
    Senior On Our Registered Investment Company (RIC) Tax Team.Are you a tax professional looking to take the next step in your career? At Cohen & Co, we believe in putting people first and fostering a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Tax Policy and Planning

    Director of Tax Policy and Planning

    City of Philadelphia • Philadelphia, PA, US
    [job_card.full_time]
    A best-in-class city that attracts best-in-class talent, Philadelphia is an incredible place to build a career.From our thriving arts scene and rich history to our culture of passion and grit, ther...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Manager (Philadelphia)

    Tax Manager (Philadelphia)

    Selby Jennings • Philadelphia, PA, United States
    [job_card.full_time]
    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, a...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Tax Manager

    Tax Manager

    Haefele Flanagan & Co • Maple Shade, NJ, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Tax Manager – Maple Shade, NJ Firm Type : .Mid-Sized, Privately-Owned CPA and Advisory Firm Employment Type : Full-Time Why Haefele Flanagan?. We’re not your typical accounting firm.We̵...[show_more]
    [last_updated.last_updated_30]
    Tax Manager

    Tax Manager

    CyberCoders • Horsham, PA, US
    [job_card.full_time]
    Active CPA with 4-5+ years Public accounting exp coming out of active CPA firm .We are a Top Regional CPA firm headquartered out of the Philadelphia area and have been in business for 50+ year...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Manager

    Tax Manager

    Gpac • Philadelphia, Pennsylvania, United States
    [job_card.full_time]
    [filters_job_card.quick_apply]
    A reputable Public Accounting firm in the area is looking to add a .This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, th...[show_more]
    [last_updated.last_updated_30]
    Senior Tax Manager

    Senior Tax Manager

    Wouch Maloney • Horsham, PA, US
    [job_card.full_time]
    LLP is an award-winning, full-service accounting, tax, and business advisory firm that focuses on understanding clients' business strategies and providing comprehensive support.Headquartered in...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Senior – Remote

    Tax Senior – Remote

    Solid Rock Recruiting • Philadelphia, Pennsylvania, USA
    [filters.remote]
    [job_card.full_time]
    Well-established 20-person CPA firm serving a diverse mix of closely held businesses high-net-worth individuals partnerships and S-corps. Our team values collaboration flexibility and high-quality c...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Senior / Supervisor

    Tax Senior / Supervisor

    Lear & Pannepacker, LLP • Newtown, PA, US
    [job_card.full_time]
    We are a dynamic mid-sized public accounting firm with a team of over 70 professionals, currently seeking a Tax Senior / Supervisor who wants the opportunity to expand their skills, assume direct res...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Senior Manager - Private Client Services (PCS)

    Tax Senior Manager - Private Client Services (PCS)

    EisnerAmper • Philadelphia, PA, United States
    [job_card.full_time]
    Manager to join the Private Client Services (PCS) practice.We are looking for a dynamic individual with the.Furthermore, the ideal candidate will. This position offers flexibility in terms of office...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Experienced Tax Professional

    Experienced Tax Professional

    H&R Block, Inc. • Woodbury, NJ, United States
    [job_card.full_time]
    Our Company At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]