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Tax Manager - High Net Worth
Job in
Plymouth Meeting, Montgomery County, Pennsylvania, 19462, USA
Listed on 2026-02-06
Listing for:
Liberty Personnel Services, Inc.
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Tax Manager, Accounting & Finance -
Accounting
Tax Manager, Accounting & Finance
Job Description & How to Apply Below
Join a growing, well-respected CPA firm with a clear path to Partner. Our client is seeking an experienced Tax Manager to lead engagements for high-net-worth individuals and closely held businesses. This is a rare opportunity to step into a leadership role with long-term growth potential and make a direct impact on client success.
What You’ll Do:
- Deliver high-quality tax planning and compliance services for individuals with complex financial portfolios and business interests
- Manage multiple tax engagements and ensure timely, accurate deliverables
- Mentor and lead staff accountants while fostering a collaborative team environment
- Advise clients on tax-saving strategies and the impact of evolving tax laws
- Work closely with firm partners and clients to develop trusted advisor relationships
- Contribute to firm growth through exceptional service (business development a plus, not required)
What You Bring:
- 7+ years of experience in public accounting with a focus on individual and business taxation
- CPA required (or actively pursuing); MST strongly preferred
- Strong leadership and interpersonal skills
- Experience with high-net-worth clients and complex tax structures
- Entrepreneurial mindset and desire for long-term career growth
Why This Role?
- Clear promotion track with potential for Partnership
- Opportunity to build and lead client relationships
- Stable, growing firm with an excellent culture
Ready to elevate your career?
Send your resume to for confidential consideration.
Michael Petrylak
Liberty Personnel Services, Inc.
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