Tax Manager - Wealth Management

Top Reasons to Work with UsWe are an established and expanding wealth management firm in Pennsylvania looking for a Tax Manager, to be a part of driving the success of our clients nationwide and helping advisory teams in all aspects of wealth management.What You Will Be DoingWe are a high growth, private equity backed, multi branch Registered Investment Advisor.We are seeking an experienced Tax Manager with their CPA or EA that is looking to do Individual tax return preparation and tax planning, including Gift, Trust and Estate.The Tax Manager is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning.What You Need For This Position 5+ years of Tax Management experience (HNWI, Gift, Trust and Estate) Bachelors Degree in Accounting Required (Masters preferred) CPA or EA Required Bonus: Experience wealth management clients or other relevant industry experienceWhat's In It For YouSalary Range $120K-$150K (DOE) + Bonus Generous PTO Benefits 401K Medical, Dental, Vision Paid Parental Leave and much more!So, if you are a Tax Manager with HNWI and/or Wealth Management experience, please apply today!BenefitsWhat's In It for YouSalary Range $120K-$150K (DOE) + Bonus Generous PTO Benefits 401K Medical, Dental, Vision Paid Parental Leave and much more!Email Your Resume In Word ToLooking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:vincent.steger@Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : VS3-1841924L263 -- in the email subject line for your application to be considered.***Vincent Steger - Sr. Executive RecruiterFor this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.This job was first posted by CyberCoders on 02/21/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity EmployerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Created: 2025-05-31