Fairman Financial · 6 months ago
Seasonal Tax Professional
Chesterbrook, PA
Full-time
Onsite
Entry LevelFairman Financial is a boutique firm providing a full range of independent, objective wealth management, strategic planning, accounting and tax advisory services to high-net-worth individuals and families. They are seeking Seasonal Tax Professionals at all levels to keep their tax skills sharp without committing to a full-time position.
AdviceFinancial ServicesRetirementWealth Management
Responsibilities
Experience preparing/reviewing individual, trust and partnership tax returns
Strong organizational skills with excellent attention to detail
Proficient computer skills with the ability to adapt to new technologies quickly
Ability to work independently, meet deadlines, and handle multiple engagements simultaneously
Excellent oral and written communication skills with the ability to communicate effectively at all levels
Experience with tax preparation software in a professional services firm is preferred, experience with CCH Axcess is a plus
A minimum of 16 hours per week is preferred
CPA Preferred
Qualification
Required
Experience preparing/reviewing individual, trust and partnership tax returns
Strong organizational skills with excellent attention to detail
Proficient computer skills with the ability to adapt to new technologies quickly
Ability to work independently, meet deadlines, and handle multiple engagements simultaneously
Excellent oral and written communication skills with the ability to communicate effectively at all levels
Preferred
Experience with tax preparation software in a professional services firm is preferred
Experience with CCH Axcess is a plus
A minimum of 16 hours per week is preferred
CPA Preferred
Benefits
Schedule flexibility
Attractive compensation based on experience and qualifications
Company
Fairman Financial
Fairman Financial provides a full range of wealth management and tax advisory services to high net worth individuals and families.
Founded in 2002
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Douglas Morisoli CFA, CPA, CFP®
Partner
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