Tax Manager - High Net Worth & Family Office
LHH
LHH is seeking a Tax Manager focused on high-net-worth clients in the Greater King of Prussia area. This role combines technical tax work with client leadership and oversight of tax returns. The ideal candidate will have solid experience with individual tax returns and familiarity with K-1s, along with strong client relationship skills. The role offers a hybrid work model with an emphasis on teamwork and mentorship within a stable environment. #J-18808-Ljbffr LHH
$100k - $120k
...Tax Manager – High Net Worth / Private Clients Location: Hybrid (Greater King of Prussia, PA area) Compensation: $100,000 – $120,000 + bonus... ...environment focused on tax planning, investment advisory, and family office services. The position offers a strong mix of technical...Work at officeHigh net worthLocal area$150k - $165k
...are conducting a confidential search for a Fiduciary and Tax Manager for a private family office. The Fiduciary and Tax Manager provides dedicated... ...field required; advanced degree preferred. CPA or JD highly preferred. Minimum of 7 years’ experience working in public...Work at officeHigh net worth- A private family office in Delaware County, PA is seeking a Fiduciary and Tax Manager to provide specialized expertise in tax planning and compliance. The role involves... ...have at least 7 years of experience with high-net-worth taxation, preferably possessing a CPA or JD....Work at officeHigh net worth
- MacKai West is partnered with a highly regarded public accounting... ...in the Wayne area seeking a Tax Manager to join their growing team. This... ...—both in and out of the office. It’s a place where people take... ...Manage relationships with high‑net‑worth individuals and closely held...Work at officeHigh net worth
- ...Tax Manager - Spring House, PA (Greater Philadelphia) 1 week ago Be among... ...support our Spring House, PA office on a hybrid schedule (average... ...and driven to achieve high standards Proficient in utilizing... ...life and providing you and your family with a measure of financial...Work at officeHigh net worthWork experience placementLocal area2 days per week3 days per week
- Pathstone is seeking a Tax Senior located in Newtown Square, Delaware County. This role involves driving the preparation of timely and compliant tax returns for high net worth clients and managing financial information effectively. The ideal candidate will have experience...Work at officeHigh net worth
- ...Pitcairn’s innovative Shared Single-Family Office™ model provides unparalleled... ...1923, Pitcairn has helped ultra-high-net-worth families and its members navigate... ...include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial...Work at officeHigh net worth
- ...you will: Accountable for and manage the internal activities and... ...focusing on income tax, estate planning, risk analysis... ...client key stakeholders (e.g. family office, attorneys, accountants, etc... ...of experience working with High Net Worth (HNW) ($1MM+ or $5MM+ investible...Work at officeHigh net worth
- ...cutting‑edge technology, and a network of high‑performing professionals, you will... ...property owners (REITs, private equity, family office, high net worth individuals) to build relationships... ...Apollo (an AI infused marketing tool), to manage leads and track performance....Work at officeHigh net worth
- CyberCoders in the Philadelphia Suburbs is seeking a Tax Manager who is passionate about proactive tax consulting for closely held businesses and high-net-worth families. In this role, you will lead tax planning and engagement management across diverse industries, ensuring...High net worth
$135k - $160k
...Financial Planning Strategist, High Net Worth Planning Services... ...has returned to the office on a hybrid schedule requiring... ..., Business Planning & Tax Planning strategies.... ...and verbal Ability to manage multiple complex cases... ...nationality or national origin, family or marital status,...Work at officeHigh net worthFull time$125k - $155k
Tax Manager | Closely Held Business & HNW Location: Philadelphia Suburbs, PA (Greater Delaware... ...clients' businesses, investments, and families to create strategies that fit their... ...consulting for closely held businesses and high-net-worth families , moving beyond the April 15th...High net worthFull time$94k - $175k
...advisory services to Ultra High Net Worth (UHNW) clients with a net... .... As a member of the Family Wealth relationship management team, they proactively collaborate... ...industry leading family office experience. While... ...well-coordinated estate, tax, and financial planning...Work at officeHigh net worthTemporary work- ...financial planning and wealth management services. At Sequoia, we... ...generations. Sequoia Sentinel, the Family Office division of Sequoia... ...Specializing in serving ultra‑high‑net‑worth families with $25M+ in assets... ..., estate planning, tax strategies, and more. Our team...Work at officeHigh net worthFull timeContract work
$145k - $185k
...Senior Tax Accountant (Individual Tax Returns) Fiduciary Trust International... ...Accountant for its Radnor, PA office (Greater Philadelphia Area). This... ...skills, and the ability to manage complex tax compliance matters for high-net-worth individuals and related entities....Work at officeHigh net worthLocal area3 days per week$140k - $200k
...Senior Tax Manager Remote - (most live in Philadelphia metro) This Jobot Job is hosted by... ...base, including closely held businesses, family offices, real estate entities, and nonprofit... ...with experience managing and developing high-performing teams. Excellent communication...Work at officeTemporary workLive inLocal areaRemote work- ...Information Technology (IT) Manager HBKS Wealth Advisors (HBKS),... ...management. As part of the HBK family of companies—which includes HBK... ...wealth advisory services to high-net-worth individuals, families, and... ...ID, AutoPilot, Intune and the Office 365 suite: Exchange, SharePoint...Work at officeHigh net worthTemporary workLocal areaRemote workFlexible hoursNight shift
- ...financial planning and wealth management firm with nearly $8 billion... .... As part of the HBK family of companies—which includes... ...wealth advisory services to high-net-worth individuals, families, and businesses... ...wealth management firm with offices in four states, 14 locations...Work at officeHigh net worthTemporary workLocal areaFlexible hoursNight shift
$120k - $140k
...poster from Atlantic Group Job Overview - Tax Manager (Private Equity): Compensation: $120,00... ...staff, delegate tasks, and ensure high-quality deliverables across fund tax projects... ...3 days ago Senior Accounting Manager (Family Office) King of Prussia, PA $120,000.00-$150,0...Work at officeFull timeLocal areaRemote workMonday to Friday- ...seeking a Proposal Desk Specialist to support Advisor Sales and High Net Worth Consulting teams. This role combines operational and sales... ...strong organization skills. This position requires working in-office four days a week, with opportunities for growth into sales-oriented...Work at officeHigh net worth
- ...your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling... ...Analysts are members of wealth management teams that advise high‑net‑worth... ...capabilities to work in an office environment, which may include prolonged...Work at officeHigh net worthPermanent employmentTemporary workFlexible hours
$95k - $130k
...financial planning and wealth management firm with nearly $8 billion... .... As part of the HBK family of companies—which includes... ...wealth advisory services to high-net-worth individuals, families, and businesses... ...audiencesMicrosoft Office Suite proficiency (PowerPoint...Work at officeHigh net worthTemporary workLocal areaImmediate startFlexible hoursNight shift- ...within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families through their unique and... ...advanced estate planning, income tax and financial planning... ...Malvern, PA, or Scottsdale, AZ offices. Those residing within 40 miles...Work at officeHigh net worthWork experience placementRemote work
$55k - $75k
Pathstone is seeking a Tax Associate in Newtown Square, Delaware County to provide tax and family office services. The role involves tax return preparation, conducting tax research, and developing deliverables for client meetings. Ideal candidates will hold a Bachelor’s...Work at office- ...understands the complex needs of high-net-worth individuals, families and/or their organizations... ...it serves. We have 5 office locations; Boston, MA, New... ..., but are not limited to: Manage general ledger / chart of... ...of software Assist with tax return payments: follow tax...Work at officeHigh net worth
- ...Pennsylvania is seeking a full-time Senior Tax Associate. Fairman Financial is a... ...range of independent, objective wealth management, strategic planning, accounting and tax advisory services to high-net-worth individuals and families.We are currently seeking exceptional...High net worthFull timeLocal area
- ...leadership team. Based in our Conshohocken office, this is an entry-level to early-career... ...build a career within a leading wealth management organization. This role offers broad... ...client excellence Understanding of High-Net-Worth and Ultra-High-Net-Worth client segments...Work at officeHigh net worthLocal area
- A premier Wealth Management firm located in Plymouth Meeting is seeking an experienced Financial Advisor who thrives in a collaborative... ...include building relationships with ultra-high-net-worth families, integrating investment management and estate planning. The...High net worth
$75k - $85k
...experienced Payroll and HRIS Manager to oversee payroll processing... ...precise execution in line with tax and labor laws. Address employee... ..., with intermediate Microsoft Office skills, particularly in Excel.... ...- $85,000/year Helping Hands Family Base Salary Range $75,000 - $8...Work at officeWork experience placementLocal areaRemote work- ...Senior Payroll Manager At Radial, our employees are at the forefront... ...regularly partner with HR, Finance, Tax, Business Operations, and... ...(advanced) in Microsoft Office Suite, with a strong focus on... ...disability, employer HSA funding. Family planning coverage, including fertility...Work at officeHourly payLocal areaImmediate startShift work2 days per week
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