Top 13 Senior wealth advisor Jobs in Hershey Pa

Senior Tax Manager
Everforth, Cybercoders —Camp Hill, PA
- $120,000 - $170,000 a year
- Full-time
- CPA
- Research
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Senior Wealth Advisor
Citizens & Northern Bank —Lancaster, PA
- Public speaking
- Business development
- Bachelor's degree
- Health savings account
- Disability insurance
Sales Operations Advisor (Hybrid) Harrisburg, PA
Integrity Marketing Group —Harrisburg, PA
- Full-time
- Mid-level
- Contracts
- Health savings account
- Paid holidays
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Financial Advisors
Savant —York, PA
- $150,000 - $175,000 a year
- Full-time
- 5 years
- Senior level
- Leadership
Branch Service Manager/Sr. Registered Client Associate
Royal Bank of Canada —Lancaster, PA
- Full-time
- Sales
- Mid-level
- Office
Private Banker
F&M Trust —Lancaster, PA
- Full-time
- Mid-level
- Business development
- Commercial
- Paid holidays
- Disability insurance
9d
Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager
Deloitte —Mechanicsburg, PA
- $189,200 - $372,900 a year
- Full-time
- 6 years
- Up to 50% travel
- Data analysis skills
Community Bank Manager
Burke & Herbert Bank & Trust —Harrisburg, PA
- Weekends as needed
- 5 years
- Computer literacy
- Mid-level
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
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Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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Senior Tax Manager
Everforth, Cybercoders —Camp Hill, PA
Deep technical knowledge of federal and state taxation, estate and gift tax rules, basis step-up, portability, and wealth transfer strategies.
$120,000 - $170,000 a year
Quick Apply
Senior Wealth Advisor
Citizens & Northern Bank —Lancaster, PA
In this role, you’ll develop new client relationships, provide comprehensive wealth planning and investment management solutions, and collaborate closely with…

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The drive and discipline to run your own independent business-offering flexible hours and the opportunity to earn unlimited income based on commissions and…
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Senior Tax Manager

Everforth, Cybercoders -
Camp Hill, PA

Quick Apply

Job Details

Full-time
$120,000 - $170,000 a year

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

CPA
Research

Full Job Description

Tax Manager

Position Overview
We are seeking a Senior Tax Manager to lead tax planning, compliance, and advisory services for high net worth individuals and families. The role will manage complex personal and estate tax matters, oversee preparation and review of returns, coordinate with client service teams, and drive proactive tax strategies for HNWI clients. The ideal candidate holds a CPA, has prior experience as a Tax Manager or Senior Tax Manager, and is skilled in taxation, estate planning, and working with High Net Worth clients.

Key Responsibilities

Lead and manage all aspects of federal, state, and local tax compliance and planning for HNWI clients, including complex personal income tax and estate tax matters.
Oversee preparation and reviewing of individual, fiduciary, gift, and estate tax returns to ensure accuracy, compliance, and timely filing.
Develop and implement tax-efficient strategies for wealth transfer, estate planning, and liquidity management in coordination with estate planning attorneys and financial advisors.
Provide senior-level tax advice to high net worth individuals, families, trustees, and executors, translating complex tax rules into practical recommendations.
Supervise, mentor, and review the work of tax associates and managers; manage workflow, delegate assignments, and ensure quality control.
Coordinate tax projections, estimated tax calculations, and tax provision work to support client reporting and decision-making.
Represent clients before tax authorities during audits and examinations; prepare responses and negotiate outcomes when necessary.
Stay current on tax law changes, regulatory developments, and emerging planning opportunities relevant to HNWI and estate matters; communicate impacts to clients and internal teams.
Support business development and client relationship efforts by preparing proposals, participating in client meetings, and contributing to thought leadership on taxation for High Net Worth clients.

Qualifications

Certified Public Accountant (CPA) required.
10+ years of progressive tax experience with a focus on personal, fiduciary, and estate taxation; prior experience as a Tax Manager or Senior Tax Manager strongly preferred.
Demonstrated experience preparing and reviewing individual, gift, trust, and estate tax returns for HNWI / High Net Worth clients.
Deep technical knowledge of federal and state taxation, estate and gift tax rules, basis step-up, portability, and wealth transfer strategies.
Strong client advisory skills and experience working directly with high net worth individuals, family offices, trustees, and executors.
Proven leadership and mentoring experience, with the ability to manage multiple engagements and meet deadlines.
Excellent written and verbal communication skills; ability to explain complex tax concepts clearly to non-tax professionals.
High attention to detail, strong analytical and problem-solving abilities, and proficiency with tax research tools and return preparation software.

Benefits

Health
Dental
Vision
Life insurance
401(k) match
Paid time off
Work life balance
For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/06/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at [email protected] to make arrangements.

Salary

$120000 - $170000 USD per year

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Refine Your Search

senior wealth advisor jobs in hershey pa

Senior Tax Manager

Senior Wealth Advisor

Sales Operations Advisor (Hybrid) Harrisburg, PA

Financial Advisors

Branch Service Manager/Sr. Registered Client Associate

Private Banker

Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager

Community Bank Manager

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

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