Tax Advisory - Senior Manager

The Oliver Group; Philadelphia (Philadelphia County); Hybrid; USD 180,000 - 240,000; Full time

Job summary

The Oliver Group, a growth-oriented CPA and advisory firm with a strong presence in the Philadelphia area, is seeking a senior leader in its tax advisory group. You will lead complex engagements for high-net-worth individuals and entrepreneurial businesses and mentor a growing team.

In this role you will drive client delivery, oversee budgeting and resource planning, and leverage technology to streamline tax workflows while upholding quality and risk standards.

Qualifications

• Lead complex tax engagements for high-net-worth individuals and entrepreneurs.
• Mentor and develop tax staff to prepare for leadership roles.
• Manage client engagements, ensuring timely and accurate deliverables.
• Track engagement performance: realization, utilization and profitability.
• Coordinate budgeting and resource planning for your book of business.
• Proficiency in federal, state and local tax, including S corporations, partnerships and trusts.

Responsibilities

• Serve as a key tax advisor delivering planning, compliance and advisory work.
• Manage day-to-day client engagements, ensuring timely and high-quality service.
• Lead, coach and develop tax staff to prepare for leadership roles.
• Track engagement performance and act to improve efficiency and profitability.
• Collaborate with Directors on billing, onboarding, and engagement planning; work with Operations and Finance on budgeting.

Skills

Client relationship management

Team leadership

Communication

Tax planning

Strategic thinking

Education

Bachelor's degree in Accounting/Finance

CPA or EA designation

Tools

CCH Axcess

CCH Engagement

Job description

This is a senior leadership role in the tax advisory group of a growth-oriented CPA and advisory firm. You would lead complex tax engagements for high-net-worth individuals and entrepreneurial businesses, and you would also build and mentor the team that serves them. The firm is building a strong, connected presence in the Philadelphia and Wilmington area.

What you'll do

• Serve as a key tax advisor to high-net-worth individuals, entrepreneurs and family offices, delivering tailored planning, compliance and advisory work
• Manage day-to-day client engagements and keep the work accurate, timely and well served
• Lead, coach and develop Managers, Associate Managers, Senior Associates and Associates, and prepare high-potential people for future leadership roles
• Track engagement performance, including realization, utilization and profitability, and act to improve efficiency
• Work with the Directors and firm leadership on billing, client onboarding and engagement planning, and with Operations and Finance on budgeting and resource planning for your book of business
• Use technology and analytics to streamline tax workflows and uphold firm quality and risk standards

What they're looking for

• Bachelor's degree in Accounting, Finance or a related field, plus a CPA or EA designation
• 8-12 years of progressive tax experience, including significant work with high-net-worth individuals, closely held businesses and multi-entity structures
• Hands-on knowledge of federal, state and local tax, including S corporations, partnerships and trust taxation
• Proven ability to manage client relationships, lead teams and deliver quality work under tight deadlines
• Clear written and verbal communication, with the ability to explain complex tax concepts simply
• Willingness to be in the office about four days a week in Philadelphia or Wilmington and to work an average of 48-50 hours per week. New York Metro candidates may be considered with 1-2 days on-site per week.
• Nice to have: a master's in taxation or a JD, Big 4 or leading regional firm experience, M&A or entity restructuring advisory experience, and familiarity with CCH Axcess and CCH Engagement