Fairman Financial

Seasonal Tax Professional

Fairman Financial·Chesterbrook, Pennsylvania, US

Projected AI Stack

Based on our analysis of Tax Preparers positions

7.8Very High AI Upgrade Potential
ITIntuit TurboTax AIAutomated return preparation for individuals, S-corps, and partnershipsdaily
CLClaudeResearch IRS publications and Master Tax Guide questions during return prepdaily
MCMicrosoft 365 CopilotClient engagement letters, organizer documents, and workflow trackingweekly

Projected Workflow

How AI is expected to reshape this role

AI-assisted

Return data entry and form population across entity typesIntuit TurboTax AI
Tax code research using IRS publications and Master Tax GuideClaude
Client organizer and engagement letter preparationMicrosoft 365 Copilot

Human-led

Multi-state filing preparation and compliance
Client interviews and source document review
Return accuracy review and preparer sign-off
IRS audit structure recognition and appeal support

This AI stack and workflow map are projected by UpgradedJobs based on occupational analysis, not stated by the employer. They reflect how AI tools are transforming Tax Preparers roles today.

About the role


Seasonal Tax Professional

Have you left the workforce and are now intrigued by a major tax law change? Do you want to keep your tax skills sharp without committing to a full-time position? This opportunity could be ideal for you.

Fairman Financial, located in Chesterbrook, Pennsylvania, is seeking Seasonal Tax Professionals at all levels.

This opportunity runs from February until mid-April and/or August until mid-October with the possibility of rehiring for future tax seasons.

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.

Qualifications:

· Experience preparing/reviewing individual, trust and partnership tax returns

· Strong organizational skills with excellent attention to detail

· Proficient computer skills with the ability to adapt to new technologies quickly

· Ability to work independently, meet deadlines, and handle multiple engagements simultaneously

· Excellent oral and written communication skills with the ability to communicate effectively at all levels

· Experience with tax preparation software in a professional services firm is preferred, experience with CCH Axcess is a plus

· A minimum of 16 hours per week is preferred

· CPA Preferred

At Fairman Financial, we service our clients’ comprehensive needs in a friendly team environment with a collaborative mindset. You will be a welcomed and valued addition to our team. We offer schedule flexibility and attractive compensation based on experience and qualifications. Do not let this opportunity pass by.

Fairman Financial is an Equal Opportunity Employer.

Interested in this role?

Apply on Fairman Financial website →

Listed on UpgradedJobs · Originally posted on LinkedIn

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