Hybrid Tax Manager: Lead Compliance & Planning

Atlantic Group; Pennsylvania; Hybrid; USD 100,000 - 120,000; Full time

Job summary

Atlantic Group in Chester County, PA is seeking a Tax Manager to supervise the preparation and review of individual and corporate tax returns, provide planning guidance, and support advisory services for high-net-worth clients. The role also involves mentoring junior staff and improving tax workflows.

Ideal candidates hold a Bachelor's in Accounting, 5+ years of tax experience in public accounting or wealth management, CPA or EA preferred, and proficiency with ProSeries and Excel.

Qualifications

• 5+ years of tax experience in public accounting, family office, wealth management, or related tax environment.
• Leadership skills to mentor junior staff and manage deadlines.
• Strong analytical, organizational, and client communication abilities.

Responsibilities

• Oversee the preparation and review of individual and corporate tax returns, including federal and state filings.
• Provide tax planning support, review estimated tax payments, and research complex tax matters.
• Manage client relationships, address tax inquiries, and advise on tax compliance and reporting requirements.
• Review financial statements, bookkeeping activities, and supporting records for clients.
• Mentor junior accounting and tax professionals and support staff development.
• Improve tax workflows, maintain reporting accuracy, and enhance operational efficiency across tax and accounting functions.

Skills

5+ years tax experience

Leadership

Communication

Client advisory

Education

Bachelor's degree in Accounting

Tools

ProSeries

Microsoft Excel

Job description

Atlantic Group in Chester County, PA is seeking a Tax Manager to supervise the preparation and review of individual and corporate tax returns, provide planning guidance, and support advisory services for high-net-worth clients. The role also involves mentoring junior staff and improving tax workflows.

Ideal candidates hold a Bachelor's in Accounting, 5+ years of tax experience in public accounting or wealth management, CPA or EA preferred, and proficiency with ProSeries and Excel.