Tax Manager

Atlantic Group; Pennsylvania; Hybrid; USD 100,000 - 120,000; Full time

Job summary

Atlantic Group in Chester County, PA is seeking a Tax Manager to supervise the preparation and review of individual and corporate tax returns, provide planning guidance, and support advisory services for high-net-worth clients. The role also involves mentoring junior staff and improving tax workflows.

Ideal candidates hold a Bachelor's in Accounting, 5+ years of tax experience in public accounting or wealth management, CPA or EA preferred, and proficiency with ProSeries and Excel.

Qualifications

• 5+ years of tax experience in public accounting, family office, wealth management, or related tax environment.
• Leadership skills to mentor junior staff and manage deadlines.
• Strong analytical, organizational, and client communication abilities.

Responsibilities

• Oversee the preparation and review of individual and corporate tax returns, including federal and state filings.
• Provide tax planning support, review estimated tax payments, and research complex tax matters.
• Manage client relationships, address tax inquiries, and advise on tax compliance and reporting requirements.
• Review financial statements, bookkeeping activities, and supporting records for clients.
• Mentor junior accounting and tax professionals and support staff development.
• Improve tax workflows, maintain reporting accuracy, and enhance operational efficiency across tax and accounting functions.

Skills

5+ years tax experience

Leadership

Communication

Client advisory

Education

Bachelor's degree in Accounting

Tools

ProSeries

Microsoft Excel

Job description

Compensation: $100,000 – $120,000/year + bonus

Location: Chester County, PA

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Tax Manager in Chester County, PA for our client, supporting individual and corporate tax compliance, tax planning, and client advisory services. This role will oversee tax return preparation and review, provide guidance on complex tax matters, and support accounting activities for high-net-worth individuals and businesses. The ideal candidate brings strong public accounting or family office tax experience, with the ability to mentor junior staff and improve tax processes.

Responsibilities as the Tax Manager:

• Tax Compliance: Oversee the preparation and review of individual and corporate tax returns, including federal and state filings.
• Tax Planning: Provide tax planning support, review estimated tax payments, and research complex tax matters.
• Client Advisory: Manage client relationships, address tax inquiries, and provide guidance on tax compliance and reporting requirements.
• Accounting Oversight: Review financial statements, bookkeeping activities, and supporting accounting records for individual and business clients.
• Team Leadership: Mentor junior accounting and tax professionals, review work quality, and support staff development.
• Process Improvement: Improve tax workflows, maintain reporting accuracy, and support operational efficiency across tax and accounting functions.

Qualifications for the Tax Manager:

• Education: Bachelor's degree in Accounting is required.
• Certification: CPA or Enrolled Agent (EA) certification is preferred, with candidates pursuing certification also considered.
• Experience: 5+ years of individual and corporate tax experience within public accounting, family office, wealth management, or a related tax environment is required.
• Industry Knowledge: Strong knowledge of federal and state taxation, individual and corporate tax returns, tax planning, and client advisory services is required.
• Technical Skills: Proficiency in tax preparation software and Microsoft Excel is required, with ProSeries experience preferred.
• Skills & Attributes: Strong analytical, organizational, leadership, and client communication skills with the ability to manage deadlines, mentor junior staff, and improve processes are required.

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.