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Job Description
Tax Manager Wayne, PA 19087 Full-time Full-time 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