Tax Manager

** Tax Manager (High-Net-Worth Individuals & Families) **

150k-185k base + ~20% bonus + STRONG 401K MATCH

A leading wealth management firm is seeking a Tax Manager to join its team in the Greater Philadelphia area. This role will be responsible for preparing and reviewing complex tax returns, managing tax compliance engagements for high-net-worth individuals and families, and serving as a key client-facing resource while partnering with wealth advisors, trust officers, and tax professionals to deliver exceptional client service.

The ideal candidate will possess extensive experience in private client tax, fiduciary taxation, and wealth management environments, along with strong technical tax expertise and the ability to manage multiple client relationships and deadlines.

Key Responsibilities

• Prepare and review complex federal, state, and local tax returns, including:
• Individual income tax returns (Form 1040)
• Gift tax returns (Form 709)
• Partnership tax returns (Form 1065)
• Private foundation returns (Form 990-PF)
• Trust and estate income tax returns (Form 1041)
• Review tax returns and supporting workpapers for technical accuracy, completeness, and compliance with internal policies and regulatory requirements.
• Manage the tax compliance process for a portfolio of high-net-worth individuals, families, trusts, and related entities.
• Coordinate collection of client information, monitor project timelines, and ensure timely filing of all tax deliverables.
• Research complex federal and state tax issues and develop recommendations for clients and senior management.
• Assist with tax planning initiatives, estimated tax calculations, and extension filings.
• Collaborate with wealth advisors, trust officers, and other internal stakeholders to address client tax matters and planning opportunities.
• Participate in client meetings and communicate technical tax concepts and planning strategies in a clear and consultative manner.
• Stay current on changes in tax legislation, regulatory developments, and industry best practices impacting high-net-worth clients.

Qualifications

• Bachelor's degree in Accounting required.
• Master's degree in Taxation preferred.
• 8+ years of experience in public accounting, private client tax, fiduciary tax, family office, wealth management, or trust and estate tax services.
• CPA or EA designation preferred; CFP designation is a plus.
• Extensive experience preparing and reviewing Forms 1040, 709, 1065, 990-PF, and 1041.
• Strong understanding of federal, state, fiduciary, gift, and partnership taxation.
• Experience with tax technology platforms such as CCH Axcess Tax, CCH Scan, Bloomberg Tax, CCH AnswerConnect, Thomson Reuters ONESOURCE Trust Tax, or similar systems.
• Excellent analytical, organizational, and problem-solving skills with strong attention to detail.
• Strong written and verbal communication skills, including the ability to effectively explain complex tax matters to clients and internal stakeholders.
• Ability to manage multiple priorities in a deadline-driven, client-focused environment.
• Ability to work in a hybrid environment, with three days per week in the Greater Philadelphia area office.