Job Description
Join an Elite Team in Philadelphia, PA – Immediate Start Available!
Are you a detail-oriented professional looking to launch or advance your career in taxation? Summit Tax & Advisory Group is seeking a dedicated Tax Associate to join our Philadelphia office immediately. You will play a crucial role in preparing and reviewing complex tax returns, ensuring strict compliance, and providing strategic tax planning advice to high-net-worth clients. This is a fantastic opportunity to work with a dynamic, high-performing team in a fast-paced environment.
We offer a competitive benefits package, including health, dental, vision, and a generous 401(k) matching program. If you are ready to make an impact and start your career with us today, apply now.
Responsibilities
- Prepare and review federal, state, and local individual and corporate tax returns with a high degree of accuracy.
- Conduct thorough tax research to interpret complex tax codes and regulations applicable to our diverse client base.
- Assist in the financial statement analysis and tax planning for year-end and quarterly tax provisions.
- Communicate complex tax concepts and findings to clients in a clear, professional, and consultative manner.
- Ensure full compliance with IRS regulations, state tax authorities, and internal company policies.
- Collaborate with the audit and accounting teams to resolve tax discrepancies and improve processes.
- Manage a portfolio of client accounts, maintaining strong relationships and ensuring timely delivery of services.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field is required.
- Certified Public Accountant (CPA) license or currently in the process of obtaining licensure.
- Strong working knowledge of US Federal and State tax laws, codes, and regulations.
- Proficiency in tax preparation software (e.g., ProSystem fx, Drake, CCH Axcess) and Microsoft Office Suite (Advanced Excel skills preferred).
- Excellent analytical, problem-solving, and attention-to-detail skills.
- Ability to manage multiple priorities and meet strict deadlines in a fast-paced environment.
- Strong verbal and written communication skills with a client-first mindset.