Tax Specialist

Qualifications

• 5+ years demonstrated expertise in Tax, Tax Accountant responsibilities, and Tax Compliance.
• Experience with fiduciary tax returns.
• Experience preparing estate tax returns, gift tax returns, estate and trust income tax returns, charitable trusts, PA inheritance tax.
• Experience at an Estates and Trust law firm or the wealth management arm of a Big 8 / CPA firm.
• Experience with ProSystems software is a plus.
• Active CPA license or progress toward CPA preferred.
• Bachelor's degree in Accounting, Finance or related field; Masters degree or advanced tax coursework preferred.

Key Responsibilities

• Prepare and review federal, state and local tax returns for individuals, partnerships, corporations and/or trusts as applicable.
• Ensure compliance with tax laws, regulations and internal policies; monitor filing deadlines and coordinate timely submissions.
• Research and interpret tax laws, rulings and guidance to resolve complex tax issues and support position papers.
• Maintain organized tax workpapers, supporting documentation and audit-ready files for all returns and tax positions.
• Support quarterly and annual tax provision calculations and assist with financial statement disclosures related to income taxes.
• Collaborate with cross-functional teams to gather tax-related data, implement process improvements and streamline tax workflows.
• Aid in tax planning projects, identifying credits, deductions and opportunities to legally minimize tax liability.
• Mentor and review the work of junior tax staff, providing feedback and training to strengthen team capabilities.