Senior Tax Associate - Wealth Planning & Compliance

Fairman Financial; Chesterbrook (PA); On-site; USD 70,000 - 90,000; Full time

Job summary

Fairman Financial, located in Chesterbrook, Pennsylvania, seeks a full-time Senior Tax Associate. The ideal candidate will have 5-7 years of tax compliance experience and must be proficient in tax laws and regulations. Responsibilities include preparing and reviewing tax returns, responding to tax notices, and identifying tax savings opportunities. Strong organizational and communication skills, along with experience in tax preparation software, are required. This position offers an opportunity to contribute to a dynamic team in a boutique financial firm.

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 ability to adapt to new technology.
• Ability to work independently, meet deadlines, and handle multiple engagements.
• Excellent oral and written communication skills.
• Experience with tax preparation software; CCH Axcess is a plus.

Responsibilities

• Prepare/review federal, state, and local income tax returns ensuring accuracy.
• Respond to tax notices from various taxing authorities.
• Prepare tax projections and assist with quarterly planning.
• Identify tax savings opportunities and communicate ideas effectively.
• Assist with tax examinations, tax research, and other projects as needed.
• Collaborate with tax team members and other service lines.
• Identify and communicate process improvements.
• Assist with training and supervising junior staff.

Skills

Tax compliance experience

Understanding of Tax Laws and Regulations

Organizational skills

Proficient computer skills

Ability to work independently

Excellent communication skills

Experience with tax preparation software

Tools

CCH Axcess

Job description

Fairman Financial, located in Chesterbrook, Pennsylvania, seeks a full-time Senior Tax Associate. The ideal candidate will have 5-7 years of tax compliance experience and must be proficient in tax laws and regulations. Responsibilities include preparing and reviewing tax returns, responding to tax notices, and identifying tax savings opportunities. Strong organizational and communication skills, along with experience in tax preparation software, are required. This position offers an opportunity to contribute to a dynamic team in a boutique financial firm.