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Tax Compliance Specialist

2 months ago

Pennsylvania USA, United States Gable Search Group Full time
About the Role

We are seeking a highly skilled Tax Compliance Specialist to join our team at Gable Search Group. As a key member of our financial services team, you will be responsible for providing expert tax compliance and planning services to our clients.

Key Responsibilities
  • Prepare and 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 our Board of Directors and client meetings
  • Interface directly with family members and clients to provide them with a high level of service
  • Assist in onboarding of new tax and accounting clients
Requirements
  • 3+ years of public accounting experience with a focus on tax compliance and planning
  • Ability to process and automate data
  • Strong communication skills
  • Works well in a team environment
  • Desire to grow and expand skill set
  • Critical thinking and analytical problem-solving abilities
What We Offer

We offer a competitive salary, full company-paid medical benefits, vision benefits, dental benefits, a generous 401(k) match and discretionary contribution, three weeks paid vacation (increasing over time with years of employment), and a flexible/hybrid work environment in our centrally located Greentree, PA office.