Tax Manager - Wealth Management

Hermitage, PA • Pittsburgh, PA • Blue Bell, PA Hybrid

Full-time $120,000.00 - $150,000.00

Posted 02/21/2025

Top Reasons to Work with Us

We are an established and expanding wealth management firm in Pennsylvania looking for a Tax Manager, to be a part of driving the success of our clients nationwide and helping advisory teams in all aspects of wealth management.

What You Will Be Doing

We are a high growth, private equity backed, multi branch Registered Investment Advisor.

We are seeking an experienced Tax Manager with their CPA or EA that is looking to do Individual tax return preparation and tax planning, including Gift, Trust and Estate.

The Tax Manager is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning.

What You Need for this Position

- 5+ years of Tax Management experience (HNWI, Gift, Trust and Estate)
- Bachelors Degree in Accounting Required (Masters preferred)
- CPA or EA Required

- Bonus: Experience wealth management clients or other relevant industry experience

What's In It for You

Salary Range $120K-$150K (DOE) + Bonus
- Generous PTO
- Benefits
- 401K
- Medical, Dental, Vision
- Paid Parental Leave and much more!

So, if you are a Tax Manager with HNWI and/or Wealth Management experience, please apply today!

Benefits

What's In It for You

Salary Range $120K-$150K (DOE) + Bonus
- Generous PTO
- Benefits
- 401K
- Medical, Dental, Vision
- Paid Parental Leave and much more!

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

Preferred Skills

Vincent Steger is recruiting for this position and the positions below.
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Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 02/21/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.