Tax Accountant Senior
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Job Location:
Pittsburgh, PA - USA
Monthly Salary:
Not Disclosed
Posted on:
22 hours ago
Vacancies:
1 Vacancy
Job Summary
Our client is recruiting for an organized and driven Sr Tax Accountant to join their family office team that provides integrated wealth management for two families. The Tax Accountant position will work closely with other team members and handle tax planning and compliance education risk management generational planning oversight of charitable trusts and delivery of financial planning services to family members along with some administrative responsibilities. Our client is a growing company looking for a passionate individual with high ethical standards and integrity to join the organization.
Tax Knowledge and Expertise
Tax planning for individuals partnership trust and foundations and estate planning projects
Prepare or review income tax estimates and extensions and work closely with PwC on the preparation of returns for individuals partnership trust and foundations and individuals for various taxing authorities
Research tax issues relating to entities and individuals
Interact with corporate and individual trustees
Proficient in the use of BNA and tax compliance software; CCH Pro Systems (including research and special allocations) a plus
Prepare tax related meeting materials for family branch meetings
General Accounting
Communicate and report on individual investment asset allocations financial planning cash flow and income tax status
Trust foundation and family partnership accounting administration and cash management
Assist in the implementation and maintenance of accounting policies controls and documentation supporting all tax related tasks and procedures as necessary
Administrative
Work with entire team to support family members and day-to-day office duties
Filing and record retention. Family Office / Wealth Management experience a plus
Ability to plan organize and prioritize many tasks and responsibilities while maintaining a positive attitude; capable of multi-tasking with family and team members; effective time management skills; outstanding judgment and deadline oriented
Strong written and verbal communication skills with family and team members; ability to handle issues quickly and promptly
Works well independently or in team situation. Self-motivated pleasant and detail oriented with minimal supervision required.
Role Requirements
CPA with a bachelors degree in accounting or finance is required; MBA a plus
5 years of public accounting experience in tax
Experience in preparation and researching high net worth individuals partnership trusts and private foundation income tax returns a plus
Comfortable with technology in general; ability to update software
Proficiency with Microsoft Office products specifically Excel Word Power Point Access and SharePoint
Experience with Asset Vantage and Adobe Professional a plus
Tax Knowledge and Expertise
Tax planning for individuals partnership trust and foundations and estate planning projects
Prepare or review income tax estimates and extensions and work closely with PwC on the preparation of returns for individuals partnership trust and foundations and individuals for various taxing authorities
Research tax issues relating to entities and individuals
Interact with corporate and individual trustees
Proficient in the use of BNA and tax compliance software; CCH Pro Systems (including research and special allocations) a plus
Prepare tax related meeting materials for family branch meetings
General Accounting
Communicate and report on individual investment asset allocations financial planning cash flow and income tax status
Trust foundation and family partnership accounting administration and cash management
Assist in the implementation and maintenance of accounting policies controls and documentation supporting all tax related tasks and procedures as necessary
Administrative
Work with entire team to support family members and day-to-day office duties
Filing and record retention. Family Office / Wealth Management experience a plus
Ability to plan organize and prioritize many tasks and responsibilities while maintaining a positive attitude; capable of multi-tasking with family and team members; effective time management skills; outstanding judgment and deadline oriented
Strong written and verbal communication skills with family and team members; ability to handle issues quickly and promptly
Works well independently or in team situation. Self-motivated pleasant and detail oriented with minimal supervision required.
Role Requirements
CPA with a bachelors degree in accounting or finance is required; MBA a plus
5 years of public accounting experience in tax
Experience in preparation and researching high net worth individuals partnership trusts and private foundation income tax returns a plus
Comfortable with technology in general; ability to update software
Proficiency with Microsoft Office products specifically Excel Word Power Point Access and SharePoint
Experience with Asset Vantage and Adobe Professional a plus
Key Skills
- Tax Experience
- Accounting Software
- GAAP
- QuickBooks
- Accounting
- Sage
- Account Reconciliation
- Analysis Skills
- Research Experience
- SOX
- Microsoft Excel
- Financial Analysis
About Company
KB Search Team is a proven, experienced, and trusted team of recruiting professionals. With over 160 years of combined executive search experience, the KB Search Team is changing lives and companies one search at a time.
