Tax Manager | Closely Held Business & HNW

Tax Manager |

Closely Held Business & HNWLocation:

Philadelphia Suburbs, PA (Greater Delaware Valley)

Employment Type:

Full-TimeExperience Level:

Manager (6-10 years)

Estimated Salary:

$125,000 - $155,000 (Plus performance-based bonuses)About the OpportunityWe are an established tax and advisory firm that has served the Philadelphia suburbs for over 40 years. We are unique because we are business owners who work with business owners. We don't believe in "one-size-fits-all" accounting; we take the time to deeply understand our clients' businesses, investments, and families to create strategies that fit their specific stage of life-from startups to multi-generational wealth management.

We are seeking a Tax Manager who shares our passion for proactive, year-round consulting. If you enjoy acting as a key member of a client's professional team and providing "audit-resilient" solutions across diverse industries, we want to hear from you.

The Impact You Will MakeStrategic Advisory:

Lead tax planning and consulting for closely held businesses and high-net-worth families, moving beyond the April 15th deadline to identify year-round opportunities.

Industry Leadership:

Manage complex tax engagements for clients in Real Estate, Healthcare (Physicians/Dentists), Law, and Engineering.

Transactional Consulting:

Provide expert guidance on practice start-ups, mergers, acquisitions, withdrawals, and profit allocations.

Compliance Oversight:

Supervise the preparation and review of intricate federal and state tax returns, ensuring technical excellence and tax efficiency.

Estate & Trust Integration:

Work closely with our Estate & Trust team to provide holistic wealth preservation and protection strategies.

Practice Development:

Serve as a mentor to staff and assist in identifying deficiencies within client practices to create practical, customized solutions.

What You Bring to the

TeamExperience:

6-10 years of public accounting experience with a heavy focus on tax consulting and compliance.

Licensure:

Active CPA license is required.

Specialized Knowledge:

Deep understanding of the business cycles within Real Estate and the unique hurdles faced by Healthcare and Professional Service firms.

Relationship Management:

A track record of building long-term trust with entrepreneurs and high-net-worth individuals.

Technical Mastery:

Proficiency in advanced tax research and the ability to navigate complex transactional tax issues.

Entrepreneurial Spirit:

As a firm of business owners, we value individuals who think like owners and are committed to the growth of our clients and the firm.

Why Choose Us?

We offer a stable, supportive environment where your expertise is valued and your professional growth is a priority.

Regional Legacy:

Join a firm with 40+ years of success and a reputation for integrity in the Philadelphia region.

Direct Impact:

Work as a true consultant where your advice directly helps business owners grow in the most tax-efficient manner possible.

Holistic Culture:

We value getting to know our people as much as we value getting to know our clients.

Growth Opportunities:

Benefit from our extensive resources and expertise in transactional tax and business advisory.