Partnership/Private Wealth Services (PWS) Senior Associate

Location: Philadelphia, PA, United States; hybrid work with in-person attendance at least three days per week at a hirify.global office or client site.

Base salary: $101,200–$129,030 per year.

Company

hirify.global provides professional services, including tax and advisory offerings, through its U.S. entities and an international network.

What you will do

• Prepare and review complex tax returns and provide tax planning and consulting for high-net-worth, closely held, and family business clients.
• Support multiple client service teams by planning, executing, directing, and completing tax projects across varied industries.
• Research federal estate, gift, charitable planning, and generation-skipping tax matters and use tax software to prepare returns and conduct research.
• Supervise, develop, train, mentor, and assess staff on tax projects.
• Respond to inquiries from the IRS and other tax authorities.
• Manage client communication, expectations, deadlines, relationships, proposals, and engagement budgets.

Requirements

• Bachelor’s degree in accounting.
• Two to six years of progressive tax compliance and/or consulting experience in Family Wealth Planning or a related area, gained in public accounting or through a combination of industry and public accounting experience.
• Excellent analytical, technical, tax accounting, and technology skills.
• Exceptional client service and communication skills, with the ability to develop and maintain client relationships.
• Strong leadership, business development, recruiting, training, coaching, mentoring, written, interpersonal, and presentation skills.
• Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment.
• Ability to travel as needed.

Nice to have

• CPA license, licensed Bar membership, or Enrolled Agent designation with a master’s degree.

Culture & Benefits

• Hybrid work model with options related to work location, weekly schedule, and flex time off, while requiring in-person attendance at least three days per week.
• Work-life integration support and personalized, comprehensive benefits.
• Opportunities for professional growth, high-quality tools and resources, and a cross-border environment.
• Eligible employees may receive a discretionary annual bonus based on individual and firm performance.

Hiring process

• Selected applicants will be contacted by a hirify.global team member to schedule an interview.