Tax Senior Accountant

Posted 20 Days Ago
Be an Early Applicant
Pittsburgh, PA
Mid level
HR Tech
The Role
The Tax Senior Accountant will prepare and review complex tax returns, manage client engagements, support staff training, resolve tax issues, and ensure compliance with tax laws. The role emphasizes trust and estate tax accounting.
Summary Generated by Built In

Firm Overview:
Headquartered in western Pennsylvania for more than 65 years, H2R CPA is a locally owned and managed accounting firm dedicated to providing outstanding value, exceptional client service experiences, and building long term trusted relationships with our clients. We take great pride in possessing the expertise, resources, and depth of knowledge of a large accounting firm while offering the personalized attention and character of a smaller accounting practice.
To learn more about our firm, please visit our website: https://www.h2rcpa.com/vision/
The Role:
H2R CPA is looking for a Senior Accountant, Tax, to contribute to our growing Tax Department with a specialized focus on Trusts & Estates. The ideal candidate will have demonstrated continued progress and growth over their career within the public accounting, legal, or bank trust department spaces, the ability to prepare complete and accurate tax filings, the ability to identify issues and be a problem solver, possess strong project management and multi-tasking skills, and possess strong communication skills. This role offers an excellent opportunity for candidates seeking to expand their expertise beyond a narrow focus, particularly for those transitioning from larger firms seeking broader exposure.
This role will dedicate approximately one-third of the workload to Trusts & Estates, with the remaining time almost evenly divided among individual, partnership, and corporate (C and S) tax engagements.
This role is hybrid, based out of the Greater Pittsburgh area.
Essential Functions:

  • Prepare and review complex tax returns with a primary focus on Trust & Estate tax returns
  • Prepare and manage individual, partnership, and corporate returns with precision and efficiency
  • Manage client’s engagements from start to finish (planning, executing, directing, and completing tax projects)
  • Provide training and mentoring of staff on tax projects
  • Proactively interact with key client management to gather information, resolve tax-related problems, and make recommendations for business and process improvements.
  • Research and analyze tax laws and regulations to ensure compliance
  • Respond to tax notices from federal and state tax jurisdictions
  • Assist with tax-related ad hoc projects as needed

Experience/Role Requirements:

  • Minimum of 3 years of experience in tax accounting within public accounting, with significant exposure to Trust & Estate taxation
    • Candidates with experience in law firms or bank trust departments may also be considered
  • Bachelor’s degree in accounting or another relevant domain required
  • CPA license, actively working towards CPA, or eligibility to sit for CPA exam preferred
  • Prior experience working with CCH products preferred

Top Skills

Tax Accounting
The Company
HQ: Pittsburgh, PA
26 Employees
On-site Workplace
Year Founded: 1997

What We Do

At Compass, we drive organizational performance with proven HR consulting and business solutions that are as unique as the clients we serve.

Our clients range from start-up organizations to Fortune 500 corporations in industries as diverse as health care, manufacturing, professional sports, technology, and more. We also offer an array of outsourced HR solutions to our clients.

Our HR project solutions encompass all aspects of the employee life cycle. In addition, we partner with clients on other initiatives, such as defining business strategy, setting goal metrics, and developing customer excellence.

Our mission is to create work environments where people thrive — all people. We believe embracing, celebrating, and advocating for a diverse and inclusive culture is the right thing to do and essential to all organizations. We champion conversations around diversity, equity, accessibility, and inclusion in all aspects of the employee experience. Our passion is ensuring practices create a culture of dignity and respect.

Similar Jobs

Endeavor, PA, USA
4190 Employees
58K-92K Annually

Takeda Logo Takeda

Finance SOX & Controls Lead, EUCAN/Americas/GEM

Healthtech • Software • Analytics • Biotech • Pharmaceutical • Manufacturing
Hybrid
Exton, PA, USA
50000 Employees

Ahold Delhaize USA Logo Ahold Delhaize USA

Finance Analyst III

AdTech • eCommerce • Food • Marketing Tech • Retail
Carlisle, PA, USA
10000 Employees

Ahold Delhaize USA Logo Ahold Delhaize USA

Finance Operational Excellence Analyst IV

AdTech • eCommerce • Food • Marketing Tech • Retail
Carlisle, PA, USA
10000 Employees

Similar Companies Hiring

Apploi Thumbnail
Software • HR Tech • Healthtech
New York, NY
126 Employees
Addition Wealth Thumbnail
HR Tech • Fintech • Financial Services
New York, NY
Personio Thumbnail
Software • HR Tech
Munich, DE
1800 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account