Senior Tax Manager — HNW & Complex Returns (CPA)

Caliber Recruiting Group; Allentown (Lehigh County); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

PTO package

Dental plan

Medical plan

401(k)

Tuition assistance

Job summary

Caliber Recruiting Group is partnering with a top rated local CPA and advisory services firm near Philadelphia, PA, seeking a Tax Manager to join their team in a complex review environment serving pass-through entities and high net worth individuals.

Candidates should hold a CPA license with 5+ years tax experience in public accounting, and expertise in tax reviews for corporations, partnerships, and trusts, with a preference for local candidates.

Qualifications

• CPA license is required with 5+ years of tax experience in public accounting.
• Experience reviewing complex returns for estates, trusts, partnerships and corporations.
• Experience serving high net worth individuals and executives.
• Located in the Philly metro area or nearby.

Responsibilities

• Lead tax reviews for pass-through entities, estates, and large corporations.
• Work with high net worth clients and executives on tax planning and compliance.
• Collaborate with audit and advisory teams to ensure accurate filings.
• Mentor junior staff and manage tax engagements.

Skills

Tax planning

Review complex returns

Pass-through entities

High net worth clients

Public accounting

Education

CPA License

Tools

Thompson Reuters

Pro System

Job description

Caliber Recruiting Group is partnering with a top rated local CPA and advisory services firm near Philadelphia, PA, seeking a Tax Manager to join their team in a complex review environment serving pass-through entities and high net worth individuals.

Candidates should hold a CPA license with 5+ years tax experience in public accounting, and expertise in tax reviews for corporations, partnerships, and trusts, with a preference for local candidates.