Job Description
Join Philadelphia Financial Partners, a premier advisory firm specializing in comprehensive tax solutions for high-net-worth individuals and corporate clients. We're seeking a detail-oriented Tax Associate to support our growing Philadelphia practice. Enjoy collaborative work culture, competitive benefits, and clear career advancement paths in the heart of Center City.
Responsibilities
- Prepare and review complex individual, corporate, and partnership tax returns
- Conduct tax research and compliance analysis for multi-state clients
- Manage client relationships and deliver exceptional service standards
- Collaborate with senior advisors on tax planning strategies
- Maintain accurate documentation and adhere to IRS/state regulations
- Utilize tax software (Lacerte, ProSystem fx) for efficient processing
- Participate in continuous professional development initiatives
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA license or active pursuit (required)
- 3+ years of tax preparation experience in public accounting
- Strong knowledge of federal/state tax codes and regulations
- Proficiency in tax software and Microsoft Office Suite
- Excellent analytical and problem-solving abilities
- Exceptional communication and client management skills