Senior Tax Associate jobs in United States
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Fairman Financial · 4 months ago

Senior Tax Associate

positionChesterbrook, PA
timeFull-time
remoteHybrid
senioritySenior Level
date5+ years exp

Fairman Financial, located in Chesterbrook, Pennsylvania, is a boutique firm providing a full range of independent wealth management, strategic planning, accounting, and tax advisory services. They are seeking a Senior Tax Associate to prepare and review tax returns, respond to tax notices, and assist with tax projections while collaborating with team members and contributing to a positive work environment.

AdviceFinancial ServicesRetirementWealth Management

Responsibilities

Prepare/review federal, state, and local income tax returns for individuals, trusts, and partnerships ensuring accuracy and compliance with applicable tax laws and regulations
Respond to tax notices from various taxing authorities
Prepare tax projections and assist with quarterly planning
Identify tax savings opportunities and effectively communicate your ideas
Assist with tax examinations, tax research and other projects, as needed
Collaborate with tax team members and members from other service lines
Identify and communicate process improvements
Assist with training and supervision of junior staff, reviewing their work and providing timely feedback
Contribute to a positive work environment

Qualification

Tax compliance experienceTax LawsRegulationsTax preparation softwareOrganizational skillsAdaptability to technologyCommunication skillsWork independently

Required

5-7 years of tax compliance experience
Strong understanding of Tax Laws and Regulations
Strong organizational skills with excellent attention to detail
Proficient computer skills with the ability to adapt to new technology
Ability to work independently, meet deadlines, and handle multiple engagements simultaneously
Excellent oral and written communication skills
Experience with tax preparation software; CCH Axcess is a plus

Preferred

CPA Preferred

Company

Fairman Financial

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Fairman Financial provides a full range of wealth management and tax advisory services to high net worth individuals and families.
dateFounded in 2002
location
Wayne, Pennsylvania, USA
people-size11-50 employees
web-link
https://fairmangroup.com/

Funding

Current Stage
Early Stage

Leadership Team

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Douglas Morisoli CFA, CPA, CFP®
Partner
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