Tax Manager Greater Philadelphia Area

As a Tax Manager, you will play a crucial role in managing tax processes, ensuring compliance, and providing strategic advice to Trust Officers. If you are a proactive and detail-oriented professional with a strong background in taxation, we invite you to apply for this exciting opportunity.

  • Responsible for all tax reporting of Fiduciary accounts.
  • Provide ongoing support to the Fiduciary Advisors and occasionally Wealth Advisors on Tax matters.
  • Client interaction, including partnering with UHNW Clients to discuss their tax returns, K1s and quarterly payments.
  • Responsible for reviewing returns, Fiduciary Tax professional will look at the returns and work with Fiduciary Counsel, outside Accountant and Client on ensuring the returns are filed correctly.
  • Ensure minimum wire distributions are met for IRAs.
  • Oversees IRS Payments.
  • Analysis of K1’s and regular contact with outsourced Accounting team.
  • Coordinate tax compliance and planning responsibilities.
  • Perform extensive tax compliance, research, consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate tax.
  • Proficient in the preparation of individual, corporate, partnership, fiduciary and other tax returns prepared by external CPA’s.

  • Bachelor’s degree. Ideally within Accounting or Finance, CPA preferred.
  • Minimum of 8 years of tax experience in a wealth management setting – specifically trust and estates.
  • Exposure to UHNW Clients is preferred.
  • Functional knowledge of trust instruments.
  • Experience preparing individual taxes; preferred experience preparing Fiduciary tax returns.
  • Strong knowledge of general accounting concepts
  • Excellent communication (verbal and written), organization, and analytical skills are a must.
    If you are ready to take on a challenging role with a dynamic team at the forefront of financial services, apply today!
    How to Apply:

    Click Here to Apply Online

    Please contact Lisa Finch, , 888-771-1488.

    Referrals – Do you know someone who may be a fit?
    We gladly pay $500 for referrals that result in hire and keep all referrals confidential unless you ask us to use your name. We’re looking for Tax Manager and ideally candidates who are not looking – any names come to mind? Let Lisa know at