Tax Manager

firstPRO, Inc; Philadelphia (Philadelphia County); On-site; USD 110,000 - 170,000; Full time

Job summary

firstPRO, Inc in Center City Philadelphia is seeking a Tax Manager to lead tax engagements for high net worth individuals and families. You will oversee complex returns, advise on wealth transfer and estate planning, and build lasting client relationships.

You will mentor staff, manage multiple engagements to deadlines and budgets, and collaborate with lawyers and financial advisors to deliver integrated planning solutions.

Qualifications

• CPA or JD/LL.M. in Taxation required.
• 5–8+ years of public accounting or private client services experience.
• Strong expertise in complex individual, trust, and estate taxation.

Responsibilities

• Serve as primary contact for HNW clients providing proactive tax planning.
• Advise on wealth transfer, estate and gift tax planning, and charitable giving.
• Collaborate with financial advisors, attorneys, and family offices to deliver integrated solutions.
• Oversee preparation and review of federal/state returns and related schedules.
• Identify tax-saving opportunities and stay current on changes in tax law.
• Manage multiple engagements, supervise staff, and ensure deadlines and budgets are met.

Skills

Tax planning

HNW tax expertise

Team leadership

Client communication

Multi-state taxation

Education

Bachelor’s degree in Accounting, Finance, or related field

Master’s in Taxation preferred

Job description

Job Title: Tax Manager – High Net Worth (HNW) Clients

Center City Philadelphia - in office

Position Summary

We are seeking an experienced Tax Manager to lead and manage tax engagements for our client's high net worth individual (HNWI) clientele, including entrepreneurs, investors, executives, and multi-generational families. The ideal candidate will possess deep expertise in complex individual taxation, trusts and estates, and sophisticated wealth-planning strategies. This role offers the opportunity to build meaningful client relationships, consult on advanced planning strategies, and contribute to the growth of our private client services practice.

Key Responsibilities

• Serve as the primary point of contact for HNW clients, providing proactive tax planning and advisory services.
• Advise on complex issues including wealth transfer strategies, estate and gift tax planning, charitable giving, stock options, alternative investments, and multi-state taxation.
• Collaborate with financial advisors, attorneys, and family office professionals to deliver integrated solutions.

Tax Compliance & Technical Expertise

• Oversee preparation and review of federal and state individual income tax returns, trust and estate returns, gift tax filings, and related schedules.
• Identify tax-saving opportunities, risks, and planning recommendations.
• Stay current on tax law changes impacting HNW clients and communicate implications proactively.

Engagement Management

• Manage multiple engagements, ensuring deadlines, budgets, and quality standards are met.
• Supervise, train, and mentor staff and senior associates, providing technical guidance and professional development.
• Review workpapers and deliverables for accuracy, completeness, and adherence to firm standards.

Business Development & Practice Growth

• Support firm growth by identifying additional service opportunities within the existing client base.
• Participate in networking, client meetings, and proposal development initiatives.
• Contribute to internal knowledge sharing and thought leadership around HNW tax planning.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation preferred.
• Active CPA or JD/LL.M. in Taxation required.
• 5–8+ years of experience in public accounting or a private client services environment, with a focus on high net worth individuals.
• Strong technical expertise in complex individual, trust, and estate taxation.
• Excellent communication skills and the ability to explain complex tax concepts to clients clearly.
• Demonstrated experience managing multiple projects and leading a team.
• High level of discretion, professionalism, and commitment to client service.

Why Join Us

• Opportunity to work with sophisticated clients and meaningful planning engagements.
• Collaborative, people-focused culture with room to grow into leadership roles.
• Competitive compensation and benefits, with flexible work arrangements.