Job Description
Join our dynamic team at Philadelphia Financial Partners as a Tax Associate and launch your career in one of America's most vibrant financial hubs. We're seeking detail-oriented professionals to deliver exceptional tax services to diverse clients while advancing their expertise in complex tax regulations. Enjoy competitive compensation, comprehensive benefits, and clear pathways to senior leadership roles in a collaborative, growth-oriented environment.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals, corporations, and partnerships
- Conduct tax research and ensure compliance with evolving IRS regulations and state tax codes
- Analyze financial statements to identify tax-saving opportunities and deductions
- Collaborate with senior advisors on tax planning strategies for high-net-worth clients
- Utilize tax software (Lacerte, ProSeries) to streamline preparation processes
- Respond to IRS inquiries and represent clients during audits
- Maintain accurate client documentation and electronic filing systems
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience (public accounting or tax firm background)
- Deep knowledge of federal tax codes and Pennsylvania state tax regulations
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills with attention to detail and accuracy
- Excellent written and verbal communication skills
- Ability to manage multiple deadlines in a fast-paced environment
- Active CPA license or progress toward certification required