Tax Associate

JOB DESCRIPTION:

• Strong knowledge and proven technical skills in the areas of tax compliance and planning, for high-net-worth individuals. Trust experience helpful.
• Experience in multi-state individual taxation
• Exposure to information returns of U.S. persons invested in foreign corporations/entities
• Demonstrated experience in research and writing on a wide variety of tax matters impacting high net worth individuals
• Ability and desire to provide innovative tax planning solutions and strategies including the ability to effectively present same to clients
• Ability to accurately and timely address client needs and actively participate in client discussions and meetings
• Proven success as an innovative individual contributor and team member
• Excellent oral and written communication skills
• Ability to effectively participate in new client acquisition activities
• Accurately managing client service time budgets

Other Requirements and Desires:

• Bachelor’s degree in accounting
• Currently licensed CPA (or commitment to pass CPA exam before being promoted to Manager with subsequent obtaining of licensure), Enrolled Agent or Member of the Bar;
• Advanced taxation degree helpful;
• Accounting software knowledge and proficiency in QuickBooks;
• 1-5 years CPA firm experience

HIGHLIGHTS:

• Unique, one of a kind CPA practice operating on the platform of an international law firm. Small, family oriented local firm feel, with all the resources of an international firm.
• 60 service lines in 45 industries, in tax, accounting and financial management and litigation consulting. Great technical opportunities on the level of Big 4, without the Big 4 hassles.
• Clients in every state and 25 countries, with virtually no travel.
• Still working remotely for the foreseeable future (with a beautiful office in Center City to return to one day!)
• 401k with 25% match up to 4% of comp.
• Firm pension plan with annual contributions based on comp and length of service. Immediate vesting.
• One short (6 weeks), not three tax seasons, meaning great work/life balance.
• Wide menu of health plan options. Life and disability insurance.
• Four weeks’ vacation (prorate first year), unlimited sick time.
• Staff/Senior will initially have no review responsibilities, only compliance. However, they can advance as fast as their skills allow! CPA required to be promoted to Manager!

Job Type: Full-time

Pay: $65,000.00 - $95,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental Pay:

• Bonus pay

COVID-19 considerations:
Remote for now, hybrid in the future

Education:

• Bachelor's (Required)

Experience:

• Tax experience: 1 year (Required)
• planning/compliance for high net worth and/or businesses: 1 year (Required)

License/Certification:

• CPA (Preferred)

Work Location:

• One location

Work Remotely:

• No

Work Location: One location