Senior Tax Accountant

Location: Main Line, PA (Hybrid – ~50% onsite)

Bonus: Eligible, discretionary

Benefits include: Medical, dental, 401K with match, 4 weeks PTO & Summer Fridays

A well-established, highly respected professional services firm in the Greater Philadelphia area is seeking a Senior Tax Accountant to join its growing tax team. The firm maintains a strong reputation in advisory, tax planning, and family office services, supporting a predominantly high-net-worth client base.

This is an excellent opportunity to join a tenured, collaborative team environment that offers flexibility, direct exposure to leadership, and long‑term growth potential.

The Senior Tax Accountant will play a key role in delivering high-quality tax compliance and planning services to individuals, trusts, and investment entities. This position offers meaningful client interaction and exposure to complex tax matters, particularly within investment and wealth management structures.

• Prepare and review complex tax returns, including:
  Individual (1040), Trust & estate (1041), Investment partnership returns and K-1s
• Support tax planning and advisory services for high-net-worth individuals and family offices
• Analyze financial data to identify tax-saving opportunities and planning strategies
• Conduct tax research and apply federal, state, and local regulations
• Collaborate directly with partners and senior leadership on client engagements
• Assist in mentoring junior staff and reviewing work as needed
• Maintain strong client relationships and serve as a trusted tax resource

• 3–8+ years of public accounting tax experience
• Strong experience with 1040s, 1041s, and investment-related entities
• Exposure to high-net-worth individuals and family office environments preferred
• Experience with CCH Access (or similar tax software)
• CPA or CPA-track preferred
• Strong attention to detail, organization, and communication skills
• Ability to manage multiple priorities in a client-focused environment
• Competitive base salary (commensurate with experience)
• Medical, dental and life insurance, 401(k) with employer contribution
• Generous PTO structure: ~4 weeks PTO at Senior level
• Summer Friday program (alternating Fridays off)
• Ongoing training and professional development

• Established firm with ~45 employees and low turnover (e.g. many with 20+ years with the company)
• Highly collaborative, team-oriented culture with strong tenure
• Direct exposure to partners and client decision-makers
• Focus on advisory work vs. high-volume compliance environments
• Hybrid flexibility with an initial onboarding period onsite

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements.