Tax Manager

Tax Manager – High Net Worth / Private Clients Location: Hybrid (Greater King of Prussia, PA area) Compensation: $100,000 – $120,000 + bonus Overview A well-established financial services and advisory firm is seeking a Tax Manager to support a high-net-worth client base. This role sits within a collaborative environment focused on tax planning, investment advisory, and family office services. The position offers a strong mix of technical tax work, client exposure, and team leadership. Responsibilities Manage the preparation and review of individual and fiduciary tax returns (Forms 1040 and 1041) Oversee investment-related tax reporting including K-1s and investment partnerships Handle tax matters for high-net-worth individuals, trusts, and family office structures Review complex returns (~30% of volume) and ensure accuracy through multiple levels of review Supervise and mentor a team of 5–8 staff including interns Coordinate workflow across approximately 1,300 annual returns (600 trusts, remainder individual) Assist with tax planning strategies for clients with investment portfolios and multi-entity structures Support clients with foreign investment considerations (limited exposure) Qualifications Hands‑on experience preparing and reviewing Forms 1040 and 1041 Background working with high‑net‑worth individuals or private clients Experience with K‑1s and investment‑related tax reporting Leadership or supervisory experience preferred Proficiency with CCH or similar tax software Public accounting experience not required — will consider candidates from private or family office environments with strong individual tax experience Nice to Have Exposure to investment partnerships or family office structures Familiarity with foreign reporting requirements Experience working in a multi‑review process environment Why This Role Direct exposure to complex, high‑value client relationships Stable, team‑oriented environment with manageable hours Clear leadership responsibility with opportunity to influence process and mentorship Hybrid flexibility in a strong suburban Philadelphia location Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers #J-18808-Ljbffr