Job Description
Are you a detail-oriented professional ready to launch or advance your career in taxation?
Horizon Financial Partners is seeking a highly motivated Tax Associate to join our dynamic team in Philadelphia, PA. We specialize in providing comprehensive financial solutions, and we are looking for a candidate who thrives in a fast-paced environment and is passionate about helping clients navigate complex tax landscapes.
As a Tax Associate, you will play a crucial role in ensuring our clients' compliance and optimizing their financial health. We offer a competitive benefits package, opportunities for professional growth, and a collaborative culture that values excellence.
Why Join Us?
- Competitive salary and comprehensive benefits package.
- Professional development and mentorship opportunities.
- Flexible work environment and supportive team culture.
Responsibilities
- Prepare and review federal, state, and local income tax returns for individuals, corporations, and partnerships.
- Conduct thorough tax research to interpret complex tax codes and regulations affecting client situations.
- Assist in tax planning and strategy sessions to minimize tax liabilities in compliance with legal requirements.
- Communicate effectively with clients to explain tax findings, resolve inquiries regarding filings, and provide clarity on financial matters.
- Ensure timely filing of all returns and adherence to strict annual deadlines.
- Mentor junior staff members and participate in continuous training programs to stay updated on tax law changes.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field (Master’s degree preferred).
- Current CPA, EA (Enrolled Agent), or MST (Master of Science in Taxation) certification is a strong plus.
- 1-3 years of experience in public accounting or tax preparation.
- Proficiency in tax preparation software (e.g., ProSystem fx, Drake, or Lacerte).
- Strong analytical and problem-solving skills with a keen eye for detail.
- Excellent verbal and written communication skills with the ability to interact with high-net-worth clients.
- Ability to work independently as well as part of a collaborative team in a high-pressure environment.