Tax Compliance Specialist

1 week ago


Pennsylvania USA, United States Gable Search Group Full time
Job Title: Tax Analyst

Our client, a single-family High Wealth Family office, is seeking a highly skilled Tax Analyst to join their team. As a Tax Analyst, you will play a critical role in providing integrated financial and investment services to 18 households in the second through fifth generations of the family.

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:
  • Exempt position with 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)
  • Flexible/hybrid work environment in our centrally located Greentree, PA office


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