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.