Senior Tax Advisory Lead for High-Net-Worth Clients Hybrid

iWorld Professionals; Philadelphia (Philadelphia County); Hybrid; USD 72,000 - 88,000; Full time

Job summary

iWorld Professionals is seeking experienced Tax Advisory Professionals for a client-facing role based in Philadelphia, PA or Wilmington, DE with a hybrid schedule.

You will lead complex tax engagements for high-net-worth individuals, entrepreneurs, and closely held businesses, including S Corps, partnerships, and trusts, while mentoring teams and driving client satisfaction. Excellent opportunity with growth potential and a strong culture.

Qualifications

• Trusted advisor to high-net-worth individuals, family offices, and multi-entity businesses.
• Lead complex tax planning and compliance engagements (S Corps, partnerships, trusts).
• Develop forward-thinking tax strategies aligned with client objectives.
• Oversee engagement quality, profitability, and client experience.
• Supervise and mentor Managers, Seniors, and Associates.

Responsibilities

• Provide leadership on client engagements and ensure timely, accurate deliverables.
• Mentor junior staff and build cohesive tax teams.
• Collaborate with firm leadership on client development and operational planning.
• Identify opportunities to improve processes and technology utilization.

Skills

Tax advisory

Leadership

Client communication

Pass-through taxation

Multi-entity structures

Education

CPA license

Job description

iWorld Professionals is seeking experienced Tax Advisory Professionals for a client-facing role based in Philadelphia, PA or Wilmington, DE with a hybrid schedule.

You will lead complex tax engagements for high-net-worth individuals, entrepreneurs, and closely held businesses, including S Corps, partnerships, and trusts, while mentoring teams and driving client satisfaction. Excellent opportunity with growth potential and a strong culture.