Tax Manager (Private Wealth) jobs in United States
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Navigate Search · 3 days ago

Tax Manager (Private Wealth)

positionGreater Philadelphia
timeFull-time
remoteHybrid
senioritySenior Level
money$115K/yr - $130K/yr
date5+ years exp

Navigate Search is a company that specializes in providing services to high-net-worth individuals and families. They are seeking a Tax Manager to deliver tax compliance and consulting services, prepare complex tax returns, and provide proactive tax planning and strategic consulting.

Staffing & Recruiting
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Hiring Manager
Kyle Gurrieri
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Responsibilities

Provide tax compliance and consulting services to high-net-worth individuals, multi-generational families, family offices, and their private businesses or investment entities
Prepare and review complex individual, partnership, S-corporation, trust, estate, gift, and state tax returns
Deliver proactive tax planning and strategic consulting, including estate, gift, charitable, and generation-skipping tax planning
Stay current on technical developments and apply authoritative guidance to complex tax situations
Develop client relationships and expand internal and external networks
Support the growth, training, and mentorship of staff and seniors
Participate in firm-wide learning and development initiatives while maintaining a healthy work-life balance

Qualification

CPATax complianceTax softwareAnalytical skillsProject managementClient serviceMicrosoft OfficeCommunication skillsOrganizational skillsMentoring

Required

Bachelor's degree in Accounting from an accredited institution; CPA required (JD or EA also considered)
5+ years of experience in tax compliance, accounting, and advisory within a professional services firm
2+ years of supervisory experience, including mentoring and coaching staff
Strong management, analytical, organizational, project management, and communication skills
Ability to lead teams, deliver exceptional client service, manage multiple priorities, and maintain high standards of quality and ethics
Advanced proficiency with tax software and Microsoft Office
Authorization to work in the U.S. without sponsorship

Company

Navigate Search

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At Navigate Search, we engage exclusively with premier businesses and the market’s most sought-after candidates.
dateFounded in 2023
people-size11-50 employees
web-link
https://www.navsearch.com/

Funding

Current Stage
Early Stage

Leadership Team

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John Gaw
Co-Founder & Managing Partner
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Steven Silverman
Co-Founder & Managing Partner
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Company data provided by crunchbase