Tax Associate

Main Line Search; Philadelphia (Philadelphia County); On-site; USD 65,000 - 85,000; Full time

Job summary

Main Line Search is a small real estate and public accounting firm in Fairmount seeking a tax associate to join seven colleagues working with Philly-based individuals, partnerships, and small companies.

This role is ideal for someone starting in public accounting with growth potential, a client-facing position, and a modest workload outside peak tax season. Expect 40 hours per week with slightly more during tax season.

Qualifications

• Bachelor's degree in accounting, finance, or related field; CPA not required.
• 1-3 years of relevant tax experience in public accounting.
• Strong knowledge of federal, state, and local tax laws and regulations.

Responsibilities

• Prepare and review tax returns for individuals, corporations, partnerships, and trusts.
• Analyze tax laws to provide proactive tax planning and advice to clients.
• Assist in managing client relationships by addressing tax-related queries and providing expert guidance.
• Perform research on tax issues and stay up-to-date with changes in tax laws and regulations.
• Collaborate with other team members to offer comprehensive financial solutions to clients.
• Assist in identifying and implementing tax-saving opportunities for clients.
• Participate in client meetings and present complex tax concepts clearly.
• Contribute to development and improvement of tax policies, procedures, and internal controls.
• Maintain accurate and organized documentation of tax workpapers and client files.

Skills

Tax knowledge

Client communication

Public accounting

Education

Bachelor's degree in accounting/finance

Job description

A small real estate and public accounting firm in Fairmount is looking to add a tax associate to their team. This person will join seven other people at the company to work on a variety of tax matters with Philly based individuals, partnerships, and small companies.

*This is a great position for someone in their first public accounting position who wants more growth potential, less hours, and to stay in a client facing position.

Someone here will work 40 hours per week with only slightly more hours during tax season.

Key Responsibilities

• Prepare and review individual, corporate, partnership, and trust tax returns, ensuring accuracy and compliance with tax laws and regulations.
• Analyze and interpret tax laws, rulings, and regulations to provide proactive tax planning and advice to clients.
• Assist in managing client relationships by addressing their tax-related queries and providing expert guidance.
• Perform research on tax issues and keep up-to-date with changes in tax laws and regulations.
• Collaborate with other members of the team to offer comprehensive financial solutions to clients.
• Assist in the identification and implementation of tax-saving opportunities for clients.
• Participate in client meetings and presentations, effectively communicating complex tax concepts in a clear and concise manner.
• Contribute to the development and improvement of tax policies, procedures, and internal controls.
• Maintain accurate and organized documentation of tax workpapers and client files.

Qualifications

• Bachelor's degree in accounting, finance, or related field; CPA not required.
• 1-3 years of relevant tax experience in public accounting.
• Strong knowledge of federal, state, and local tax laws and regulations.