Tax Manager

Tax Manager Fairman Financial located in Chesterbrook, Pennsylvania is seeking a full-time Tax Manager. Fairman Financial is a boutique firm providing a full range of independent, objective wealth management, strategic planning, accounting and tax advisory services to high-net-worth individuals and families. We are currently seeking exceptional tax talent to join our rapidly growing organization. Responsibilities

• Oversee and manage multiple complex tax engagements from start to finish
• Serve as the primary point of contact for tax engagements
• Build and maintain strong client relationships
• Keep up to date with current changes in tax legislation and regulations
• Effectively discuss and communicate complex tax matters with clients and team members
• Review tax returns, typically, individual, fiduciary, and gift tax returns; knowledge of partnerships preferred.
• Review multi-year tax projections and assist with quarterly planning
• Identify and communicate tax savings opportunities
• Assist with tax examinations, tax research, and other projects
• Collaborate with team members from other service lines
• Serve as a mentor and assist with training and development of staff and interns
• Provide constructive and actionable feedback
• Assist in evaluating technology and software
• Identify, initiate, and communicate process improvements
• Contribute to a positive work environment Qualifications
• 7+ years of tax compliance experience; 1-2 years management experience preferred
• Ability to work independently, meet deadlines, and handle multiple engagements simultaneously
• Excellent oral and written communication
• Strong research skills to analyze complex tax issues
• Ability to delegate work effectively; clearly communicate expectations and provide guidance
• Proficient computer skills with the ability to adapt to new technology
• Experience with tax preparation software; CCH Axcess is a plus
• CPA Preferred Fairman Financial is an Equal Opportunity Employer.

Benefits:

401(k) 401(k) matching AD&D insurance Dental insurance Disability insurance Employee assistance program Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Prescription drug insurance Vision insurance

Work Location:

Hybrid remote in Wayne, PA 19087