Fiduciary Tax Manager

Willow Grove, Pennsylvania

Jobot
Apply for this Job
Growing Local CPA Firm - Great work-life-balance - High Visibility Role - Hybrid

This Jobot Job is hosted by: Dan Urbaniak
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $150,000 - $200,000 per year

A bit about us:

Our client is a distinguished firm dedicated to providing comprehensive financial services with a focus on fiduciary responsibility. With a commitment to excellence and integrity, this company offers a range of services including tax planning, estate management, and wealth preservation. Our client prides itself on building lasting relationships with clients, ensuring their financial goals are met with precision and care.

Why join us?

Joining our client means becoming part of a team that values expertise, collaboration, and innovation. This company offers a supportive work environment where professional growth is encouraged. Employees benefit from:

Competitive Compensation: Attractive salary packages and performance-based bonuses.
Professional Development: Opportunities for continuous learning and career advancement.
Work-Life Balance: Flexible working hours and remote work options.
Inclusive Culture: A diverse and inclusive workplace that fosters mutual respect and teamwork.

Job Details

To be successful in this role, candidates should possess the following qualifications:

Educational Background: Bachelor's degree in Accounting, Finance, or a related field. CPA certification is preferred.
Experience: Minimum of 5 years of experience in tax management, with a focus on fiduciary responsibilities.
Technical Skills: Proficiency in tax software and financial management tools. Strong understanding of tax laws and regulations.
Analytical Skills: Ability to analyze complex financial data and provide strategic tax planning advice.
Communication Skills: Excellent verbal and written communication skills, with the ability to explain tax concepts clearly to clients.
Ethical Standards: High level of integrity and commitment to fiduciary duty.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Date Posted: 09 May 2025
Apply for this Job