Job Description

Our client, a distinguished CPA practice located in the greater Philadelphia region (Wilmington, DE), has earned recognition as a Top 10 Small Workplace consistently since 2008. This exceptional succession opportunity positions the right candidate to assume a pivotal leadership role during a strategic transition planned for the next 2-3 years.

The firm provides comprehensive services to an established Mid-Atlantic client base spanning individual and business clients in manufacturing, wholesale distribution, professional services, commercial real estate development, construction, nonprofit organizations, and governmental entities.

Primary Duties

• Supervise and develop tax personnel (2 supervisors, 3 staff members)
• Prepare and oversee sophisticated tax returns: individual, partnership, S-Corp, C-Corp, and fiduciary
• Drive client relationship management and new business development efforts
• Perform comprehensive tax research and strategic planning initiatives
• Partner with legal counsel and professional advisors on intricate client matters
• Evaluate and interpret estate and trust documentation for high-net-worth clients

Requirements

Qualifications:

• Bachelor's degree in Accounting from an accredited university
• 5+ years of public accounting or comparable professional experience
• Current CPA license OR Enrolled Agent designation
• Demonstrated expertise with high-net-worth individuals, partnerships, corporations, estates, trusts, and gift tax returns
• Proven experience interpreting estate and trust legal documents
• Advanced proficiency in tax preparation software (CCH Access Suite preferred) and Microsoft Office Suite
• Excellent interpersonal and management capabilities

Desired Qualifications:

• Master's degree in Taxation or related field
• Experience in business development and client acquisition
• Specialized knowledge in profit-sharing and defined contribution retirement plans
• Advanced expertise in fiduciary taxation beyond standard compliance work

Benefits

Annual Compensation : $120,000 - $175,000 (negotiable for outstanding candidates)

Work-Life Benefits : Jump start Fridays, flexible work arrangements, remote work capabilities

Bonus Opportunity : Performance-based compensation through client development activities

Insurance Coverage : Comprehensive medical, dental, life, and disability plans

CPA Support : Educational assistance and exam fee reimbursement

Retirement Benefits : 401(k) with up to 4% company match (eligible after 1 year) + 6% profit sharing (eligible after 2 years)

Equal Employment Opportunity and Non-Discrimination Policy

Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.

Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.

Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.

Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.

Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.

Privacy and Pay Equity:

• California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at .
• Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
• Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.

State-Specific Information:

• Rhode Island: We do not request or require salary history from applicants.
• Connecticut: We provide wage range information upon request or before discussing compensation.
• New Jersey: We do not inquire about salary history unless voluntarily disclosed.

Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.

Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.

Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.

Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.

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