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
