Tax Accountant
Our client is seeking a Tax Accountant to join their team at their Carnegie, PA location. The client is a single-family High Wealth Family office that offers integrated financial and investment services to 18 households spanning multiple generations of the family. They also provide consulting, tax, and accounting services to outside clients.
The main focus of this role will be tax compliance and planning, with a particular emphasis on the technology systems used by the family office. The successful candidate will be responsible for learning and improving the current technology systems across tax, accounting, and financial/investment reporting services. They will report directly to the treasurer of the family office and collaborate closely with all staff members.
This position is exempt and includes comprehensive company-paid medical, vision, and dental benefits. It also offers a generous 401(k) match and discretionary contribution, three weeks of paid vacation (with potential for increases based on years of employment), and a flexible/hybrid work environment after an initial onboarding period at the Greentree, PA office.
- 3+ years of public accounting experience with a focus on tax compliance and planning
- Ability to process and automate data
- Strong communication skills
- Ability to work well in a team environment
- Desire to grow and expand skill set
- Strong critical thinking and analytical problem-solving abilities
- Prepare and/or review complex tax returns for individuals, trusts, and other entities
- Manage and maintain tax basis schedules
- Analyze and respond to IRS and state tax notices
- Calculate annual tax distributions for family limited partnerships
- Cross-train with investment data analyst to understand and improve investment reporting processes
- Assist in the preparation and automation of various schedules for Board of Directors and client meetings
- Interface directly with family members and clients to provide high-level service
- Assist in onboarding new tax and accounting clients
- Expand finance and investment knowledge set
- Develop expertise in tax technology and software, with a focus on automation
- Stay knowledgeable and current with technology and software used in the family office industry
- Utilize Microsoft Copilot and stay up to date with generative AI best practices