Tax Manager

Navigate Search; Conshohocken (Montgomery County); On-site; USD 110,000 - 170,000; Full time

Job summary

Navigate Search is partnering with a well-established wealth management and family office firm in the Philadelphia suburbs. We seek a tax professional with 5–10 years of experience to review returns and guide staff on complex issues, embedding tax strategy within broader wealth planning.

You will collaborate with Tax Director, investment, and financial planning teams to ensure seamless tax planning for high-net-worth clients and business owners, while directly managing client relationships and

Qualifications

• 5–10 years of tax experience with a strong foundation in review and technical compliance.
• Prior CPA firm experience strongly preferred — ideally coming from a Tax Supervisor or Tax Manager role.

Responsibilities

• Review individual, trust, and business tax returns prepared by staff.
• Serve as a technical resource for tax preparers, providing guidance on complex issues.
• Work closely with the Tax Director on compliance workflow, staff development, and process improvement.
• Support tax planning conversations for high-net-worth individuals, business owners, and family office clients.
• Collaborate with the firm's investment and financial planning teams to ensure tax strategy is integrated with each client's overall plan.
• Manage a mix of client relationships and deadlines directly.

Education

CPA or EA

Job description

Our client is a well-established, growing wealth management and family office firm based in the Philadelphia suburbs, providing integrated tax & accounting, investment management, financial planning, and family office services to high-net-worth individuals, business owners, and charitable organizations. This is a great fit for someone who has built a strong compliance and review background at a CPA firm and is ready to grow into a firm where tax strategy is embedded into a broader wealth management practice.

What You'll Do

• Review individual, trust, and business tax returns prepared by staff
• Serve as a technical resource for tax preparers, providing guidance on complex issues
• Work closely with the Tax Director on compliance workflow, staff development, and process improvement
• Support tax planning conversations for high-net-worth individuals, business owners, and family office clients
• Collaborate with the firm's investment and financial planning teams to ensure tax strategy is integrated with each client's overall plan
• Manage a mix of client relationships and deadlines directly

What We're Looking For

• CPA or EA required
• 5–10 years of tax experience, with a strong foundation in review and technical compliance
• Prior experience at a CPA firm strongly preferred — ideally coming from a Tax Supervisor or Tax Manager role
• Comfortable managing multiple engagements and mentoring less experienced staff
• Interest in working within a wealth management/family office environment, not a traditional public accounting model

Why This Role

• Direct mentorship from and visibility with the Tax Director
• Opportunity to broaden beyond pure compliance into integrated wealth planning work