Tax Manager

Talentify; Philadelphia (Philadelphia County); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Bonus opportunities

Health, dental, and vision insurance

401(k) with firm contributions

PTO and 10 paid holidays

Student loan assistance

Professional membership reimbursement

Disability and life insurance

Commuter benefits

Job summary

Talentify in Philadelphia is seeking a Tax Manager to lead tax planning and client advisory for a growing firm.

The role emphasizes managing high-net-worth and real estate clients, mentoring staff, and driving strategic tax initiatives with strong billings and firm leadership involvement.

Qualifications

• Bachelor's degree in Accounting or Finance is required.
• Active CPA license is required.
• 5+ years of public accounting experience.
• Experience with high-net-worth clients, real estate, or startups.
• Strong tax knowledge and analytical skills.
• Proven leadership and ability to develop others.

Responsibilities

• Review and strategic planning of tax returns for individuals, fiduciaries, partnerships, and corporations.
• Manage key client relationships and advise high-net-worth clients, real estate entities, and startups.
• Mentor and develop staff and senior accountants.
• Conduct tax research to optimize transactions.
• Stay current on tax law and accounting developments and share insights.
• Collaborate on billing and firm management initiatives.
• Provide business advisory services to help clients reach long-term goals.

Skills

Public accounting experience

CPA license

Client relationships

Tax knowledge

Leadership

Communication

Team development

Education

Bachelor's degree in Accounting or Finance

Tools

Microsoft Office

CCH ProSystem fx Tax

Engagement

Axcess

Job description

Tax Manager
Center City, Philadelphia

We are seeking a motivated Tax Manager to join an energetic and collaborative team. This position offers an outstanding opportunity for a professional who values client engagement, excels in problem-solving, and seeks to make a significant contribution within a growing firm. The role is designed for those who wish to advance to Shareholder and is characterized by a strong work ethic, entrepreneurial spirit, and a desire to be a vital team member.

Key Responsibilities

• Manage the review and strategic planning of individual, fiduciary, partnership, and corporate tax returns
• Manage key client relationships and act as a trusted advisor to high-net-worth individuals, real estate entities, and startups
• Guide, mentor, and develop staff and senior accountants, fostering both technical growth and professional confidence
• Perform tax research to ensure optimal treatment for sophisticated client transactions
• Stay up to date on current tax law and accounting developments, bringing insights to both clients and the team
• Collaborate with leadership on billing and firm management initiatives
• Provide business and management advisory services that help clients achieve their long-term goals

Qualifications & Skills

• Bachelor's degree in Accounting or Finance (required)
• Active CPA license (required)
• 5+ years of experience in public accounting (required)
• Experience working with high-net-worth individual clients, real estate, or startup businesses (required)
• Strong, broad-based tax knowledge and analytical skills
• Proven leadership ability and a genuine interest in developing others
• Excellent communication, organization, and relationship-building skills
• Proficiency in Microsoft Office and familiarity with CCH ProSystem fx Tax, Engagement, and Axcess are a plus

Ideal Candidate Traits

• Intellectually curious and emotionally intelligent
• Collaborative, team-oriented, and proactive
• Flexible, reliable, and adaptable to a growing firm's pace
• Entrepreneurial mindset with a strong sense of accountability and ownership

Why Join?

This firm provides a supportive and dynamic work environment with strong opportunities for professional growth and advancement. The team takes pride in serving a diverse client base while working on engaging and meaningful projects.

Compensation & Benefits

• Competitive compensation with bonus and commission opportunities
• Health, dental, and vision insurance
• 401(k) with firm contributions
• Generous PTO and 10 paid holidays
• Student loan assistance and professional membership reimbursement
• Short-term and long-term disability, and life insurance
• Commuter benefits and more

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