Job Description
Join our elite tax team at Pinnacle Tax Solutions and accelerate your career in Philadelphia's dynamic finance sector. We're seeking a detail-oriented Tax Associate to deliver exceptional client services while enjoying a competitive salary and a $5,000 sign-on bonus. This role offers unparalleled growth opportunities in a collaborative, award-winning environment.
At Pinnacle, we invest in our people through continuous training and mentorship from CPAs and tax specialists. You'll gain exposure to complex tax planning, compliance, and advisory services for high-net-worth individuals and corporate clients. Our Philadelphia office features modern amenities and flexible work arrangements to support your success.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and provide compliance guidance on evolving tax regulations
- Analyze financial data to identify optimization opportunities and tax savings
- Collaborate with senior advisors on tax planning strategies and IRS representation
- Maintain accurate client documentation in compliance with IRS standards
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient return processing
- Participate in continuing education to maintain current tax expertise
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience in public accounting or firm environment
- Strong knowledge of IRS regulations and Pennsylvania tax codes
- Proficiency in tax software and Microsoft Office Suite
- Excellent analytical skills and attention to detail
- Effective communication skills for client interactions
- Ability to manage multiple deadlines in a fast-paced setting
- Active CPA license or commitment to obtain within 12 months