Engage Search Partners, LLC · 23 hours ago
Tax Manager
Conshohocken, PA
Full-time
Hybrid
Senior Level
$190K/yr - $220K/yr
7+ years expEngage Search Partners, LLC is seeking a Tax Manager to lead the preparation, review, and filing of tax returns for ultra-high-net-worth individuals and multi-generational families. The role involves ensuring technical excellence, regulatory compliance, and mentoring within a skilled tax team while enhancing tax efficiency and delivering strategic guidance to clients and stakeholders.
Staffing & Recruiting
Hiring Manager
John Begley
Responsibilities
Direct and manage end-to-end tax compliance activities, including the preparation, review, and timely filing of federal and state returns
Oversee the external provider responsible for fiduciary returns (1041), ensuring accurate and complete delivery of all required supporting data, including wash sale calculations, bond premium amortization, non-custodial 1099s, and internal/external partnership K-1s
Serve as a trusted technical resource on sophisticated tax matters involving estate planning, wealth transfer strategies, and investment-related tax considerations
Coach, develop, and support team members through ongoing training, feedback, and professional development initiatives
Design and execute customized tax planning strategies that address complex domestic and international considerations for ultra-high-net-worth clients
Partner with wealth management, legal, and other internal teams to embed tax planning into holistic client solutions
Cultivate strong working relationships with clients, outside advisors, and regulatory bodies to promote clear communication and compliance
Champion process improvements and technology enhancements to increase efficiency, accuracy, and scalability within the tax function
Prepare and present tax analyses, planning recommendations, and reporting to senior leadership and clients
Lead special projects related to tax planning, compliance, and risk mitigation
Monitor legislative and regulatory developments to proactively identify planning opportunities and potential exposures
Perform additional duties as needed to support team and organizational objectives
Qualification
Required
Bachelor's degree in Accounting, Finance, or related discipline; advanced degree preferred (MS in Taxation, JD, or similar)
CPA required; additional credentials such as CFP are a plus
7+ years of progressive experience in tax compliance and planning, including work with ultra-high-net-worth individuals and families
Deep technical knowledge across individual, trust, estate, and investment-related taxation
Demonstrated success developing and implementing sophisticated tax strategies
Proven leadership capability with experience guiding and motivating high-performing teams
Proficiency with tax preparation software and Microsoft Office
Preferred
Advanced degree preferred (MS in Taxation, JD, or similar)
UltraTax experience preferred
Exposure to wealth management or accounting platforms a plus
Company
Engage Search Partners, LLC
Engage Search Partners is a boutique recruiting firm that specializes in identifying, assessing, placing and retaining top Accounting, Finance, and Human Resource talent for public and private companies in the Philadelphia area.
0-1 employees
Funding
Current Stage
Early StageLeadership Team
John Begley
Managing Partner
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