Our client is a well-established, growing wealth management and family office firm based in the Philadelphia suburbs, providing integrated tax & accounting, investment management, financial planning, and family office services to high-net-worth individuals, business owners, and charitable organizations. This is a great fit for someone who has built a strong compliance and review background at a CPA firm and is ready to grow into a firm where tax strategy is embedded into a broader wealth management practice.
What You'll Do
- Review individual, trust, and business tax returns prepared by staff
- Serve as a technical resource for tax preparers, providing guidance on complex issues
- Work closely with the Tax Director on compliance workflow, staff development, and process improvement
- Support tax planning conversations for high-net-worth individuals, business owners, and family office clients
- Collaborate with the firm's investment and financial planning teams to ensure tax strategy is integrated with each client's overall plan
- Manage a mix of client relationships and deadlines directly
What We're Looking For
- CPA or EA required
- 5–10 years of tax experience, with a strong foundation in review and technical compliance
- Prior experience at a CPA firm strongly preferred — ideally coming from a Tax Supervisor or Tax Manager role
- Comfortable managing multiple engagements and mentoring less experienced staff
- Interest in working within a wealth management/family office environment, not a traditional public accounting model
Why This Role
- Direct mentorship from and visibility with the Tax Director
- Opportunity to broaden beyond pure compliance into integrated wealth planning work
Tax Manager in conshohocken at Unknown Company
This position is listed as full time and onsite.