Tax Director (Philadelphia) Job at Selby Jennings in Philadelphia

Tax Manager - Family Office

Location: Remote, USA

Employment Type: Full-Time

About Us
We are a leading family office dedicated to providing comprehensive wealth management services to ultra-high-net-worth families. Our approach combines personalized tax planning, estate strategies, and investment advisory to help clients preserve and grow their wealth across generations. We pride ourselves on fostering a collaborative, client-focused culture that values integrity, innovation, and excellence.

The Opportunity
We are seeking an experienced Tax Manager to join our team. This individual will play a key role in managing tax compliance and planning for complex individual, trust, and entity structures. The ideal candidate will bring deep technical expertise, strong leadership skills, and a passion for delivering exceptional service to UHNW clients.

Responsibilities

• Lead preparation and review of individual, fiduciary, partnership, and foundation tax returns (Forms 1040, 1041, 1065, 709, 1120, 990-PF).
• Develop and implement innovative tax strategies to minimize liabilities and optimize financial outcomes for clients.
• Advise on estate planning, wealth transfer, and investment structuring in collaboration with internal teams and external advisors.
• Oversee and mentor junior tax professionals, fostering growth and excellence within the team.
• Manage relationships with clients, external tax advisors, and regulatory authorities to ensure compliance and proactive planning.
• Stay current on tax law changes and industry trends to identify opportunities and mitigate risks.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; Master of Taxation or JD preferred.
• CPA certification required.
• 5-7+ years of progressive tax experience, including UHNW individual and family office clients.
• Expertise in trusts, estates, gift tax, and complex investment structures.
• Proficiency in tax software (UltraTax preferred) and Microsoft Office Suite.
• Strong leadership, analytical, and communication skills.

Why Join Us?

• Opportunity to work with sophisticated clients and complex tax strategies.
• Collaborative, inclusive culture that values professional growth.
• Competitive compensation and benefits package.