Herbein + Company, Inc. is a leading regional certified public accounting firm. We pride ourselves on our client service, ideas and proactive advice and solutions. As a regional firm, we strive to be a collaborator that satisfies both an economic need and develops long-term relationships with our clients.

We are currently seeking a successful Senior Manager, Partner track  - Tax with experience in high net worth individuals, closely held individuals, estates and trusts to join our Spring House team.  A hybrid work arrangement is possible for the right candidate to alternate between working remotely and in the office after the initial onboarding/training period is completed. 

• Lead multiple tax engagements to deliver quality tax preparation, research, planning and consulting services for a variety of clients
• Review and prepare gift, and fiduciary income tax returns
• Estate income tax planning for high net worth clients and their families
• Represent clients before tax agencies and follow-up with government authorities as required
• Perform estate research & tax analysis and document findings/conclusions
• Keep up to date on current tax practices and changes in tax law
• Provide exceptional client service as well as develop trusted client relationships
• Generate new business and cross selling leads with existing clients
• Manage, direct, and monitor multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; and manage to budget
• Conduct primary and secondary review of complicated or complex income tax returns including Corporate, S-Corp. partnership, and individual clients 
• Consult, work with, and service client to make recommendations on business and process improvement and serve as a business adviser to client
• Identify and execute best practices for the firm to ensure sustainability
• Other duties as assigned

• Bachelor’s degree in accounting or other recognized business credential required
• 7-12 years of relevant compliance experience specializing in estate, gift, trust, and tax services
• CPA licensure required, Juris Doctorate degree a plus
• Excellent verbal and written communication skills
• Strong leadership and personnel management skills
• Experience with software pertaining to gift tax returns, fiduciary accounting, and income tax returns essential
• Experience in Corporate, S-Corp. and partnership returns
• Superior analytical and research skills
• Capacity to build and maintain strong relationships with internal and client personnel
• Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services

Herbein Today…. Herbein Tomorrow

At Herbein, we know that our employees are what set us apart from other firms. That is why we show our employee commitment by providing exceptional rewards, robust career development opportunities, and valuing our employees through work/life integration, recognition and appreciation:

Highlights of Our Rewards Programs:

• Competitive Salary
• Immediate eligibility for medical, dental, vision, and disability insurances
• 401(k) participation (we have profit sharing contributions too)
• Generous Parental Leave
• "My Time" (unlimited vacation) with a minimum of 15 vacation days per year
• Generous Sick time, 9 paid holidays Plus 3 "Experience Days" (personal days)
• Summer Fridays Off - All Fridays off from Memorial Day to Labor Day

 Career Path Development Opportunities:

• Direct client contacts and continuous opportunities for practice development
• Learning and Development programs that include 100% reimbursement / payment for CPE
• Financial assistance for attaining CPA license
• 100% reimbursement for civic dues

 Valuing our Employees:

• Genuine concern for employees’ work / life management
• Flexible work schedules
• Firm sponsored and paid events to spend time having fun and enjoying our co-workers
• Programs to provide employee recognition for service and work well done

Herbein + Company is an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, veteran or disability status.