Senior Tax Associate

Fairman Financial located in Chesterbrook, Pennsylvania is seeking a full-time Senior Tax Associate.

Fairman 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. We are currently seeking exceptional tax talent to join our rapidly growing organization.

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

Qualifications

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
CPA Preferred

Fairman Financial is an Equal Opportunity Employer.

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Disability insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Prescription drug insurance
Retirement plan
Vision insurance

Work Location: Hybrid remote in Wayne, PA 19087

Fairman Financial

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Senior Tax Associate