Tax Manager

Brewer Morris; Philadelphia (Philadelphia County); Remote; USD 150,000 - 210,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) with company match

Professional development

Job summary

Brewer Morris is seeking a Senior Tax Manager to serve sophisticated HNW/UHNW clients in a fully remote role aligned with Central or Eastern Time. You will oversee complex returns and provide strategic tax guidance while mentoring a tax team and expanding client relationships.

Ideal candidates have 8+ years in public accounting tax, strong planning for pass-throughs, and CPA/EA credentials; travel and leadership opportunities are available as the practice grows.

Qualifications

• 8+ years of progressive public accounting tax experience.
• Strong experience with HNW/UHNW individual tax compliance and planning.
• Significant exposure to pass-through entities (Partnerships and S-Corporations).
• CPA or EA preferred.
• Strong client communication and relationship management skills.
• Leadership experience mentoring staff.

Responsibilities

• Review and manage complex individual, trust, and pass-through tax returns.
• Advise HNW and UHNW clients on tax planning and compliance matters.
• Lead tax engagements and collaborate with preparers and reviewers.
• Mentor and develop tax staff and seniors.
• Build strong client relationships and serve as a trusted advisor.

Skills

HNW/UHNW tax

Client advisory

Leadership

Mentoring staff

Education

CPA or EA preferred

Job description

Senior Tax Manager | High Net Worth (HNW) & Ultra High Net Worth (UHNW) Clients

Remote - Central or Eastern Time Zone Preferred

A highly respected public accounting and advisory firm is conducting a confidential search for a Senior Tax Manager to join its growing High Net Worth practice. This role offers the opportunity to work with sophisticated HNW/UHNW clients, complex pass-through entity structures, and family-owned businesses while providing a clear path toward expanded leadership and client ownership responsibilities.

The Opportunity

This position is ideal for a tax professional who thrives in a client-facing advisory environment and enjoys partnering with successful individuals, families, and privately held businesses.

The selected candidate will oversee the review and management of complex tax engagements, serve as a trusted advisor to clients, and mentor a team of tax professionals. The role offers significant visibility within the firm and the ability to help shape the future direction of your career.

What You'll Be Doing

• Review and manage complex individual, trust, and pass-through entity tax returns


• Advise HNW and UHNW clients on tax planning and compliance matters


• Lead tax engagements and collaborate with preparers and reviewers across both individual and business returns


• Mentor and develop tax staff and seniors


• Build strong client relationships and serve as a trusted advisor


• Identify planning opportunities and provide strategic tax guidance


• Collaborate with firm leadership on client service initiatives and practice growth


• Build long-term client relationships and business development opportunities

Ideal Background

• 8+ years of progressive public accounting tax experience


• Strong experience with HNW/UHNW individual tax compliance and planning


• Significant exposure to pass-through entities (Partnerships and S-Corporations)


• Experience reviewing complex federal and multi-state tax returns


• CPA or EA preferred


• Strong client communication and relationship management skills


• Leadership experience managing and developing staff
  
• Fully remote position


• Candidates must reside in the Central or Eastern Time Zones


• Candidates located in New York and California are not being considered at this time


• Local employees typically gather in person once per week, including complimentary team lunches


• Firm-sponsored team-building events held twice annually, with travel provided for remote employees


• Competitive compensation package


• Robust healthcare benefits


• 401(k) with company match


• Professional development and advancement opportunities


• Supportive, collaborative culture focused on long-term succes