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Senior Tax Advisor
Job in
Philadelphia, Philadelphia County, Pennsylvania, 19102, USA
Listed on 2026-07-10
Listing for:
Addition Management
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Tax Accountant, Tax Advisor, Tax Manager, Accounting & Finance -
Accounting
Tax Accountant, Tax Advisor, Tax Manager, Accounting & Finance
Job Description & How to Apply Below
Sr. Tax Accountant
Growing boutique financial advisory firm seeks experienced Sr. Tax Accounting professional to join their team!
Responsibilities:
- Assume responsibility for an existing book of 100+ individuals and 40+ business tax clients while maintaining high service standards and strengthening long-term client relationships.
- Develop and maintain long-term client relationships built on trust, fiduciary advice, and exceptional service.
- Prepare and review individual and business tax returns, including complex tax situations for high-net-worth clients and closely held businesses.
- Deliver proactive tax planning strategies integrated with overall financial and investment plans.
- Participate in business development and referral relationship management.
Qualifications:
- CPA or EA designation required
- 15+ years of tax planning, and tax preparation experience
- Extensive experience preparing complex individual and business tax returns
- Experience using Pro Series by Intuit software (or similar) a plus.
Position Requirements
10+ Years
work experience
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