Tax Senior Associate

Location: Chesterbrook, PA (Hybrid)

Type: Perm/Direct Hire

Job Description
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.

• 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

• 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