Tax Supervisor

Atlantic Group; Philadelphia (Philadelphia County); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Atlantic Group, a premier tax accounting practice within a leading global firm, seeks a Tax Supervisor focused on high net worth and trusts in the Philadelphia area. The role blends compliance, planning, and advisory services for high-net-worth individuals, trusts, and estates.

Join a platform that offers complexity and resources without the traditional Big 4 hours, with a hybrid schedule (3 days in office / 2 days remote) and opportunities to deepen expertise while building client relationships.

Qualifications

• 3+ years of tax compliance and accounting experience.
• Strong technical knowledge of individual, fiduciary, trust, and estate taxation.
• Experience with tax planning and research.
• Exposure to multi-state taxation.
• Excellent written and verbal communication skills.
• Ability to manage multiple client engagements and deadlines.
• Strong attention to detail and accuracy.
• Ability to work independently while collaborating in a team.
• Advanced taxation degree is a plus.

Responsibilities

• Manage and review individual, fiduciary, trust, estate, and partnership tax returns.
• Handle tax compliance for high-net-worth individuals and complex trusts.
• Perform and oversee tax research for complex client situations.
• Develop and implement tax planning strategies to minimize liabilities.
• Review workpapers and returns for accuracy and compliance.
• Research and analyze federal and multi-state tax issues.
• Build relationships with clients and serve as a trusted tax advisor.
• Identify opportunities for additional tax planning services.
• Manage client engagements within budgets and mentor staff.

Skills

Tax compliance

Tax planning

Client relationship management

Communication

Mentorship

Attention to detail

Education

Advanced taxation degree

Job description

Tax Supervisor – High Net Worth & Trusts

A premier tax accounting group within a leading global firm is adding a Tax Supervisor to its growing team. The practice provides sophisticated tax compliance, planning, and advisory services to high-net-worth individuals, closely held businesses, partnerships, trusts, and estates.

This is a unique opportunity to join a tax practice that offers the resources and complexity of a large professional services organization without the traditional Big 4 environment and hours. With a broad platform of services and industries, professionals have the flexibility to expand their expertise and build a career around the areas that interest them most.

Why This Role Stands Out

• Join one of the largest tax accounting practices within a top-tier firm
• Work with a sophisticated client base of high-net-worth individuals, closely held businesses, partnerships, trusts, and estates
• Opportunity to handle both tax compliance and tax planning
• Very low turnover and an experienced leadership team
• Exposure to 60+ service lines across 45+ industries, allowing you to expand your skill set rather than becoming pigeonholed
• Hybrid schedule – 3 days in the office / 2 days remote
• Flexible in-office schedule, including flexibility around start and end times
• Fast-paced environment with the opportunity to accelerate your career

Key Responsibilities

• Manage and review individual, fiduciary, trust, estate, and partnership tax returns
• Handle tax compliance for high-net-worth individuals and complex trusts
• Perform and oversee tax research related to complex client situations
• Develop and implement tax planning strategies designed to minimize tax liabilities and maximize client outcomes
• Review workpapers and tax returns for accuracy, completeness, and technical compliance
• Research and analyze federal and multi-state tax issues
• Develop strong relationships with clients and serve as a trusted tax advisor
• Identify opportunities for additional tax planning and advisory services
• Manage client engagements and ensure work is completed accurately and within established budgets
• Provide guidance and mentorship to staff and less experienced team members
• Participate in special projects and complex tax assignments as needed

Qualifications

• 3+ years of tax compliance and accounting experience, preferably within a CPA firm
• Strong technical knowledge of individual, fiduciary, trust, and estate taxation
• Experience with tax planning and research
• Exposure to multi-state taxation
• Excellent written and verbal communication skills
• Ability to manage multiple client engagements and competing deadlines
• Strong attention to detail and commitment to accuracy
• Ability to work independently while also collaborating effectively within a team
• Advanced taxation degree is a plus

Ideal Background

For the right person, this isn't just another tax job — it's an opportunity to build deeper client relationships, expand your technical expertise, participate in multiple areas of tax, and accelerate your career within an organization that has maintained exceptionally low turnover.