Tax Senior Associate HNW LLCs Partnerships

Caliber Recruiting Group; Philadelphia (Philadelphia County); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

PTO

Vision Insurance

Dental Insurance

Employer paid Health Insurance

Life Insurance

Job summary

A leading accounting firm in Philadelphia is seeking a Senior Tax Associate / Tax Senior to provide tax preparation and advisory services to diverse clients. The firm promotes a family-oriented environment with competitive pay, generous PTO, and opportunities for career advancement. Ideal candidates have a background in accounting, relevant experience, and excellent communication skills. This role offers a pathway to partnership and promotes professional growth within a supportive team.

Qualifications

• 3-4 years of tax experience with multiple business entities.
• Ability to prep and review various returns efficiently.
• Great communicator with personal skills to lead teams.

Responsibilities

• Providing tax prep, review, and advisory services.
• Oversee multiple tax engagements and assist junior staff.
• Create and foster client relationships for the firm.

Skills

Tax preparation

Client relationship management

Communication

Teamwork

Education

B.S. / B.A. in accounting or equivalent

CPA or EA

Tools

CCH Pro System FX

Job description

Overview

Is your current firm stressing you out regarding billable hours, busy season, or constantly tracking your time sheets and utilization ratio? Has your firm been acquired by PE and you are not sure if that's the best plan for you long term?

This could be an opportunity worth checking out as our recruiting team has partnered with a thriving accounting firm in the Philly, PA area in search for an additional Senior Tax Associate / Tax Senior.

The firm performs a variety of client services including wealth management (estate), business advisory services, tax management, and building partnerships with high level leaders in the local business community.

The firm is a forward-thinking accounting firm that wants their teams to grow, has weekly hours capped, and has a generous PTO policy. Path to partner and promotion is a possibility as well.

If a family oriented CPA firm and working on a team with some amazing local area clients interests you, please apply today. Interested in having a quick call? email me directly as well so we can set up a quick call together [e-mail]

Benefits & Pay

• $80,000 - $120,000 per year depending on experience and credentials
• PTO, Vision, Dental, Employer paid Health Insurance
• Life Insurance
• Medical plan / Health Care employee subsidized
• Providing tax prep, review, and advisory services to a wide range of businesses, high net worth individuals, C-Corps, S-Corps, Partnerships, and Trusts
• Oversee multiple tax engagements and help assist the junior staff
• Complete all work and engagements according to the specified deadlines and in accordance with firm rules
• Create and foster client relationships for the firm

Qualifications & Experience

• B.S. / B.A., / Bachelors or Masters degree in accounting or equivalent (econ, business with focus in accounting, finance, stats) potentially on track to fulfilling the additional CPA credit hour requirement (additional education) OR on track to working towards the CPA in the future would be a plus
• CPA or EA is a big plus and would assist a fast track to higher paying manager role
• 3-4 years of tax experience working with multiple business entities, and the ability to prep and review various returns efficiently
• Experience with multiple accounting software programs including CCH Pro System FX (and or other comparable accounting software)
• Great communicator with a teamwork oriented mindset and personal skills to lead teams as well as coach other staff members

Application Note

If this sounds like a good role for you, please apply today. If you're not sure about this role, still apply so we can chat about other roles we may have open, as they can change quickly depending on the office and partner we are working with.

Hoping to talk soon, Andrew