Investment Tax Manager

We are a name synonymous with financial excellence and a testament to our journey of growth, integrity, and innovation. With a legacy spanning decades, we have evolved into much more than an accounting firm. We are your strategic partners, dedicated to propelling you forward in the complex world of finance.

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Voted a "2023 Top Workplace" for the fifth time by Philly.com and a "Firm to Watch" for 2023 by Accounting Today magazine and a 4.8/5 rating on Glassdoor. We offer a target schedule of 55 hours during the busy season with 40 hours and below for the nonbusy. Our firm is rapidly growing still and we like to have a fully staffed office so that our work/life balance stays true to who we are.

• Target 55-hour busy seasons
• 40 and below non-busy
• Medical, Dental, Vision
• 401k + match
• Long/short-term life insurance
• 4 weeks PTO plus the weeks of July 4th and Thanksgiving you get off
• Annual Bonuses (not guaranteed but last 15 years they have been given out) Based on company and self-performance, 0%-12%
• Tons of social activities
• Different cultural events
• Memorial Day to Labor Day, Fridays close at noon
• After 10/15, close on Fridays at 3 pm through the end of the year
• Refer a client or candidate is a bonus
• Spot Bonuses, random out of nowhere if you are doing well
• Company Picnic

We are seeking a highly skilled and experienced Investment Tax Manager to join our Tax Department. The Investment Tax Manager will play a critical role in managing and optimizing the tax aspects of our investment portfolios. This position requires a deep understanding of tax regulations, investment products, and the ability to develop strategies that minimize tax liabilities while ensuring compliance.

Key Responsibilities:

• Tax Planning and Strategy: Develop and implement tax-efficient investment strategies to minimize tax liabilities and enhance after-tax returns for

clients.

• Compliance: Ensure all investment activities comply with relevant tax laws and regulations. Prepare and review tax returns and filings related to

investment portfolios.

• Reporting and Analysis: Provide detailed tax analysis and reporting for investment portfolios. Monitor changes in tax laws and regulations and assess

their impact on investment strategies.

• Collaboration: Work closely with portfolio managers, financial advisors, and other internal stakeholders to provide tax guidance and support for

investment decisions.

• Risk Management: Identify and mitigate tax risks associated with investment activities. Conduct regular audits and reviews to ensure adherence to tax

policies and procedures.

• Client Support: Serve as a tax advisor for high-net-worth clients, providing insights and recommendations to optimize their investment tax strategies.
• Training and Development: Mentor and train junior tax professionals within the department. Stay updated with industry trends and best practices to

maintain a high level of expertise.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field. CPA or equivalent certification required. Master’s degree in Taxation or related field

preferred.

• Minimum of 5-7 years of experience in investment tax management, preferably within a financial services or investment management firm.
• Strong knowledge of federal, state, and local tax regulations as they relate to investments. Proficiency in tax preparation software and

financial analysis tools.

• Excellent analytical and problem-solving abilities. Ability to interpret complex tax laws and regulations and apply them to investment

strategies.

• Strong verbal and written communication skills. Ability to explain complex tax concepts to non-tax professionals.
• High level of accuracy and attention to detail in all aspects of work.
• Ability to work collaboratively in a team environment and build strong relationships with internal and external stakeholders.