Tax Supervisor - Client-Facing

Job Title: Tax Supervisor - Client-Facing

Location: Ardmore, PA (Hybrid Work Flexibility)

Employment Type: Full-Time

About the Firm:

We're not your typical tax firm — and that’s by design. Based just outside Philadelphia in Ardmore/Havertown PA, our firm has built a reputation for doing top-tier tax and advisory work for high-net-worth individuals, closely held businesses, trusts, and estates — all while cultivating a culture that people actually want to be part of.

We’re a high-performance team of sharp, collaborative professionals who bring both skill and personality to the table. Think: team happy hours, real mentorship, smart banter in Slack, and plenty of space to grow your career while living a full life outside of work.

About the Role:

We’re looking for a Tax Supervisor who can hit the ground running with both technical tax work and client relationships. This role is perfect for someone who thrives in a client-facing role, loves mentoring bright staff, and wants to be surrounded by capable, down-to-earth people who enjoy what they do.

This is a leadership opportunity within a firm that values autonomy, encourages innovation, and stays on top of best practices in the evolving tax landscape.

What You’ll Do:

Manage and deepen client relationships across a portfolio of HNWIs, S-Corps, C-Corps, partnerships, and trusts/estates

Review and oversee complex tax returns and planning strategies

Provide mentorship and guidance to staff and managers; lead by example and with empathy

Collaborate with leadership on firm initiatives and process improvements

Keep up with tax law developments and educate both clients and the team

Contribute to a workplace culture that values technical excellence and emotional intelligence

What Makes This Role Different:

Modern, agile firm with up-to-date systems, tools, and a team that's tuned into current trends in tax, finance, and life

Healthy team dynamics—you’ll be working with people who are ambitious but grounded, serious about client service but also fun and supportive

No "tax-season burnout badge of honor" mentality—we value smart planning, efficient processes, and your time outside of work

Real growth potential—this is not a "wait in line" kind of place; your path forward is based on talent and initiative, not tenure

Qualifications:

CPA or desire to obtain CPA preferred; MST or JD/LLM in Taxation preferred

7+ years of experience in public accounting or a tax advisory setting

Expertise in tax compliance and planning for HNWIs, entities, and trusts

Strong client communication skills and a collaborative approach to leadership

Solid tech chops — experience with ProSystem fx, UltraTax, or similar platforms

Perks & Benefits:

Competitive top-of-market compensation + performance-based bonuses

401(k) with firm match

Medical, dental, and vision coverage

Generous PTO plus firm-wide breaks around key holidays

Hybrid work environment with flexible scheduling

Support for continuing education and credentialing

Team events, lunches, and offsite gatherings — because we actually like working together

Let’s Talk:

If you’re looking for a place where you can bring your whole self to work — where your career matters, your time is respected, and your coworkers feel like friends — we’d love to hear from you. Apply with your resume and a note telling us a little about yourself.