Job Title: Senior Tax Manager
Location: Bensalem, PA (Hybrid Work Flexibility)
Employment Type: Full-Time
About the Firm:
We're not your typical tax firm - and that's by design. Based 45 minutes outside Philly in Phoenixville, PA, our firm has built a reputation for doing top-tier tax and advisory work for high-net-worth individuals, closely held businesses, trusts, and estates - all while cultivating a culture that people actually want to be part of.
We're a high-performance team of sharp, collaborative professionals who bring both skill and personality to the table. Think: team happy hours, real mentorship, smart banter in Slack, and plenty of space to grow your career while living a full life outside of work.
About the Role:
We're looking for a Senior Tax Manager who can hit the ground running with both technical tax work and client relationships. This role is perfect for someone who thrives in a client-facing role, loves mentoring bright staff, and wants to be surrounded by capable, down-to-earth people who enjoy what they do.
This is a leadership opportunity within a firm that values autonomy, encourages innovation, and stays on top of best practices in the evolving tax landscape.
What You'll Do:
- Manage and deepen client relationships across a portfolio of HNWIs, S-Corps, C-Corps, partnerships, and trusts/estates
- Review and oversee complex tax returns and planning strategies
- Provide mentorship and guidance to staff and managers; lead by example and with empathy
- Collaborate with leadership on firm initiatives and process improvements
- Keep up with tax law developments and educate both clients and the team
- Contribute to a workplace culture that values technical excellence and emotional intelligence
What Makes This Role Different:
- Modern, agile firm with up-to-date systems, tools, and a team that's tuned into current trends in tax, finance, and life
- Healthy team dynamics-you'll be working with people who are ambitious but grounded, serious about client service but also fun and supportive
- No "tax-season burnout badge of honor" mentality-we value smart planning, efficient processes, and your time outside of work
- Real growth potential-this is not a "wait in line" kind of place; your path forward is based on talent and initiative, not tenure
Qualifications:
- CPA preferred; MST or JD/LLM in Taxation preferred
- 7+ years of experience in public accounting or a tax advisory setting
- Expertise in tax compliance and planning for HNWIs, entities, and trusts
- Strong client communication skills and a collaborative approach to leadership
- Solid tech chops - experience with ProSystem fx, UltraTax, or similar platforms
Perks & Benefits:
- Competitive top-of-market compensation + performance-based bonuses
- 401(k) with firm match
- Medical, dental, and vision coverage
- Generous PTO plus firm-wide breaks around key holidays
- Hybrid work environment with flexible scheduling
- Support for continuing education and credentialing
- Team events, lunches, and offsite gatherings - because we actually like working together
Let's Talk:
If you're looking for a place where you can bring your whole self to work - where your career matters, your time is respected, and your coworkers feel like friends - we'd love to hear from you. Apply with your resume and a note telling us a little about yourself.