Tax Professional with Financial Excellence

2 weeks ago


Philadelphia, Pennsylvania, United States Jobot Full time
At Jobot, we're not just a financial advisory firm - we're your partners in achieving financial success. As a highly skilled and experienced Tax Senior, you'll join our team of accomplished professionals dedicated to providing bespoke solutions that suit your unique needs. Our comprehensive range of services, including audit, tax strategies, consulting, and advisory, helps businesses thrive in an ever-evolving landscape. We believe in open communication, accessibility, and a genuine commitment to your success. With a target schedule of 55 hours during the busy season and a 4.8/5 rating on Glassdoor, we offer an ideal work-life balance. Benefits include medical, dental, and vision coverage, 401k + match, long/short-term life insurance, and annual bonuses based on company and self-performance. As a Tax Senior, you'll prepare and review complex tax returns, advise clients on tax-saving strategies, and conduct tax research. You'll also serve as a key client contact, explaining complex tax matters clearly, and guide junior staff and collaborate across departments for comprehensive solutions. With a legacy spanning decades, we've evolved into a trusted ally in your journey, offering a unique blend of financial expertise and personalized service. We're a name synonymous with financial excellence, and we're committed to propelling you forward in the complex world of finance. Our team is dedicated to continuous learning, adaptation, and dedication to our clients' success. Key Responsibilities:
  • Tax Preparation and Review: Prepare and review complex tax returns, ensuring accuracy and compliance.
  • Tax Planning: Advise clients on tax-saving strategies and optimize tax outcomes.
  • Research and Compliance: Conduct tax research, maintain accurate documentation, and respond to tax authority inquiries.
  • Client Relations: Serve as a key client contact, explaining complex tax matters clearly.
  • Team Mentorship: Guide junior staff and collaborate across departments for comprehensive solutions.
Qualifications:
  • Bachelor's degree in Accounting, Finance, or related field. CPA or equivalent certification preferred. Master's degree in Taxation or a related field

is preferred.
  • Minimum of 3-6 years of experience in public accounting
  • Excellent analytical and problem-solving abilities. Ability to interpret complex tax laws and regulations and apply them to investment strategies.
  • Strong verbal and written communication skills. Ability to explain complex tax concepts to non-tax professionals.
  • High level of accuracy and attention to detail in all aspects of work.
  • Ability to work collaboratively in a team environment and build strong relationships with internal and external stakeholders.
Salary: $85,000 - $120,000 per year
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