About this opportunity
The Well lists this Senior Tax Manager opportunity in philadelphia, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Senior Tax Manager - REMOTE
About the Firm
We are representing a well-established, award-winning RIA firm with a strong reputation built over 20 years through a deep focus on the client experience and a referral-driven growth model that speaks for itself. Their client base skews toward mid-affluent individuals and entrepreneurial business owners with investable assets between $1M and $20M. The firm offers investment management and financial planning today, and is now building out an in-house tax capability to deliver a truly integrated wealth management experience.
About the Role
The firm is launching a tax practice and looking for a Senior Tax Manager to come in as the founding tax professional. You will work closely with the firm's advisers to serve an existing book of clients — individuals, retirees, and entrepreneur-business owners — while helping grow an integrated service offering. The work is generalist in nature, which means real variety day to day.
Key Responsibilities
Prepare and review individual, business, and trust returns for a mix of high-net-worth and mid-affluent clients
Work hand-in-hand with financial advisers on tax planning, Roth conversions, tax-loss harvesting, and ongoing strategy
Advise clients with concentrated positions, liquidity events, business ownership, and real estate on tax-efficient approaches
Serve as the primary tax resource for the firm's adviser team and client base
Help define and build the firm's tax practice from the ground up — processes, workflows, and client experience
Manage client relationships directly, with a focus on proactive communication and responsive service
Qualifications
CPA required
6+ years in public accounting, ideally at a boutique or mid-sized firm serving high-net-worth individuals and business owners
Generalist background with exposure to individuals, trusts, and small businesses
Strong communication skills and comfort working directly with clients and advisers
Demonstrated ability to thrive in a remote environment
Self-starter mentality — this role requires someone who can operate independently and build, not just execute
Compensation & Benefits
Base salary:$140,000 to $210,000depending on experience
Bonus structure to be discussed based on candidate profile and experience
Opportunity to grow with a fast-scaling firm
Potential for profit sharing and equity participation as the tax practice matures
Interested? Let's chat!
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.