Job Description
Are you a detail-oriented professional looking to make a significant impact in the financial sector? Pinnacle Tax Solutions is seeking a highly skilled and motivated Tax Associate to join our dynamic team in Philadelphia, PA. In this pivotal role, you will be responsible for ensuring accurate tax compliance while developing strategic tax planning solutions for our diverse clientele.
As a Tax Associate, you will work closely with senior staff to prepare complex returns, conduct research, and provide exceptional service to our clients. We offer a competitive benefits package, a collaborative work environment, and clear pathways for professional growth.
Why Join Us?
- Competitive salary and comprehensive benefits package.
- Opportunity for professional development and CPA/EA mentorship.
- Modern office located in the heart of Philadelphia.
- Supportive team culture focused on excellence and integrity.
Ready to advance your career in tax? Apply today to become part of our team.
Responsibilities
- Prepare and review complex individual, corporate, and partnership federal and state tax returns (Forms 1040, 1120, 1065) with high accuracy.
- Conduct in-depth tax research and analysis to identify optimization opportunities and ensure compliance with current tax laws.
- Assist senior management in tax planning, tax projections, and year-end strategies for high-net-worth clients.
- Communicate effectively with clients regarding tax status, documentation requirements, and year-end planning.
- Participate in audit preparations, including organizing documentation and responding to inquiries from tax authorities.
- Maintain strict confidentiality of sensitive financial and client data.
- Stay updated on evolving tax regulations and industry best practices.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field is required; Master’s degree is a plus.
- CPA or EA certification is highly preferred; current candidates pursuing certification are encouraged to apply.
- 1-3 years of experience in public accounting or tax preparation is required.
- Proficiency in tax preparation software (e.g., Drake, CCH ProSystem fx, UltraTax, or Lacerte).
- Strong understanding of GAAP and federal/state tax codes.
- Exceptional analytical skills with a keen eye for detail and accuracy.
- Ability to manage multiple deadlines and prioritize tasks in a fast-paced environment.
- Strong interpersonal skills and a client-first service mindset.