Tax Supervisor

Location: Carnegie, PA
We are seeking a Tax Supervisor for our Carnegie, PA location.
As the Tax Supervisor, you will play a crucial role in overseeing tax-related activities within our organization. This includes managing financial reporting, ensuring tax compliance, conducting investment accounting, and providing strategic guidance and support to ensure the financial success of our company and its stakeholders.

The main responsibility of the Tax Supervisor position is to ensure accurate and efficient financial reporting, tax compliance, and overall financial management for our organization. Here is a comprehensive job description for the Tax Supervisor role:

  1. Financial Reporting: Prepare and maintain accurate financial statements, including income statements, balance sheets, and cash flow statements. Provide timely and reliable financial reports to stakeholders and management.

  2. Budgeting and Forecasting: Collaborate with stakeholders to develop annual budgets and financial forecasts. Monitor actual performance against budgeted targets, analyze variances, and provide insights and recommendations for cost management and revenue enhancement.

  3. Bookkeeping and Transaction Management: Oversee day-to-day accounting operations, including accounts payable and receivable, general ledger maintenance, bank reconciliations, and payroll processing. Ensure proper recording and classification of financial transactions and maintain organized and up-to-date financial records.

  4. Tax Planning and Compliance: Coordinate and collaborate with external tax advisors to develop tax strategies and ensure compliance with applicable tax laws and regulations. Prepare and review tax returns, including individual, trust, and corporate returns. Identify tax planning opportunities and advise on tax-efficient strategies.

  5. Investment Accounting: Manage investment accounting processes, including tracking and recording investment activities, monitoring investment performance, and reconciling investment portfolios. Prepare investment reports, including investment performance summaries and capital gains calculations.

  6. Financial Analysis and Reporting: Conduct financial analysis to evaluate investment performance, liquidity, and financial health of the organization. Prepare financial reports and presentations for decision-making purposes. Provide financial insights and recommendations to optimize the organization's financial position.

  7. Estate and Succession Planning: Collaborate with estate planning professionals to support estate and succession planning efforts. Assist in the administration of trusts and estates, including trust accounting, distributions, and compliance with legal and regulatory requirements.

  8. Risk Management: Identify and mitigate financial risks by implementing internal controls, monitoring compliance with policies and procedures, and ensuring data integrity. Recommend improvements to financial systems and processes to enhance efficiency and accuracy.

  9. Collaborative Support: Work closely with other professionals within the organization, such as investment managers and advisors, to provide comprehensive financial support and meet the overall objectives of the company and its stakeholders.

  10. Professional Development: Stay updated on accounting standards, tax regulations, and industry trends relevant to our operations.

Basic Qualifications:
  • A bachelor’s degree in accounting or finance is required
  • An MBA or a CPA certification is preferred
  • 5+ years of accounting experience; public accounting experience; investment accounting experience
  • Extensive knowledge of financial spreadsheets and accounting
  • Experience with preparing, reviewing, and filing tax returns and tax forms.
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