Senior Tax Manager - Partner Path

We’re not your typical tax firm — and that’s by design. Based just outside Philadelphia in Bensalem, 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 peopleactually 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.