Tax Analyst
ITech Consulting Partners - Carnegie, PA
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u003cdivu003eOur client is a single-family High Wealth Family office. They provide integrated financial andu0026 u003cbru003einvestment services for 18 households in the second through fifth generations of the family.u0026 They also have numerous outside clients for whom they provide consulting, tax, and accounting services.u003c/divu003eu003cdivu003eu0026 u003c/divu003eu003cdivu003eThe core focus of this role is tax compliance and planning, with an emphasis on the technology systems of the family office. u0026 This position will have the responsibility to learn our current technology systems and continually develop and improve them across our tax, accounting, and financial/investment reporting services. u0026 This position reports directly to the treasurer of the family office but will work closely with all staff. u0026 u0026 u003c/divu003eu003cdivu003eu003cbru003eThe position is exempt and includes full company-paid medical benefits, vision benefits, dental benefits, a generousu0026 u003cbru003e401(k) match and discretionary contribution, three weeks paid vacation (increasing over time with years ofu0026 u003cbru003eemployment), and a flexible/hybrid work environment after onboarding in the centrally located Greentree, PA office.u0026 u003c/divu003eu003cdivu003eu003cbru003eu003cstrongu003eQualifications:u0026 u003c/strongu003eu003cbru003e• 3+ years of public accounting experience with a focus on tax compliance and planningu0026 u003cbru003e• Ability to process and automate datau0026 u003cbru003e• Strong communication skillsu0026 u003cbru003e• Works well in a team environmentu0026 u003cbru003e• Desire to grow and expand skill setu0026 u003cbru003e• Critical thinking and analytical problem solving abilitiesu0026 u003c/divu003eu003cdivu003eu003cbru003eu003cstrongu003eResponsibilities:u0026 u003c/strongu003eu003cbru003e• Preparation and/or review of complex tax returns for individuals, trusts, and other entitiesu0026 u003cbru003e• Manage and maintain tax basis schedulesu0026 u003cbru003e• Analyze and respond to IRS and state tax noticesu0026 u003cbru003e• Calculate annual tax distributions for family limited partnershipsu0026 u003cbru003e• Cross-train with investment data analyst to understand and improve investment reporting processesu0026 u003cbru003e• Assist in the preparation and automation of various schedules for our Board of Directors and client meetingsu0026 u003cbru003e• Interface directly with family members and clients to provide them with a high level of serviceu0026 u003cbru003e• Assist in onboarding of new tax and accounting clientsu0026 u003c/divu003eu003cdivu003eu003cbru003eu003cstrongu003eOther Expectations:u0026 u003c/strongu003eu003cbru003e• Expand finance and investment knowledge setu0026 u003cbru003e• Grow expertise in tax technology and software, with a focus on automationu0026 u003cbru003e• Become knowledgeable and stay current with other family office industry technology and softwareu0026 u003cbru003e• Utilize Microsoft Copilot and stay current with generative AI best practicesu003c/divu003e ', 'location ': 'Carnegie, PA ', 'remote ':null, 'jobtype ': 'directhire ', 'remoteoption ': 'notspecified ', 'featuredonjobboard ':false, 'ownedbyagency ':false, 'externalid ': 'PA84-2735451
Created: 2024-09-07