Senior Family Office Tax & Planning Advisor

George William Consulting; Philadelphia (Philadelphia County); Remote; USD 150,000 - 230,000; Full time

Benefits offered by this job

Performance bonus

Partner track potential

Job summary

George William Consulting seeks an experienced CPA to lead tax advisory and planning for high-net-worth families. The role blends personal and business tax work, with deep dives into owners’ wealth, real estate, partnerships, and investments.

You will review compliance, coordinate with external firms, and focus on strategic planning beyond returns, working with a small number of families to build long-term adviser relationships.

Qualifications

• Broad tax skill set across private client and business taxation.
• Strong client relationship skills and ability to explain complex tax concepts.

Responsibilities

• Advise across personal and business tax matters for high-net-worth families.
• Review returns and calculations and coordinate with external providers.
• Identify planning opportunities and ensure tax compliance aligns with family strategy.
• Engage in tax planning, advisory work, and long-term relationship management.
• Communicate sophisticated tax issues directly with families and advisers.

Skills

Tax advisory

Private client taxation

Business taxation

Client relationship skills

Education

Certified Public Accountant (CPA)

Job description

George William Consulting seeks an experienced CPA to lead tax advisory and planning for high-net-worth families. The role blends personal and business tax work, with deep dives into owners’ wealth, real estate, partnerships, and investments.

You will review compliance, coordinate with external firms, and focus on strategic planning beyond returns, working with a small number of families to build long-term adviser relationships.