Tax Sr. - Family Office, Robert Half

Tax Sr. - Family Office

Robert Half

Location:

United States, Wilkes-Barre

Category:

Finance

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

The role involves managing financial planning, overseeing tax-related matters, preparing/reviewing tax returns, assisting with tax and financial planning, and managing general ledgers for family entities.

Job Responsibility:

Projecting, strategizing, and maintaining financial goals as part of the financial planning process
Overseeing tax-related matters and conducting tax research
Preparing and reviewing tax returns for partnerships, individuals, and trusts
Assisting with tax and financial planning to ensure financial stability and growth
Managing general ledgers and financial statements for family entities
Monitoring industry trends to stay updated and ensuring compliance with deadlines
Utilizing Accounting Software Systems to manage and track financial data
Handling complex and consolidated tax returns, estate tax, and gift tax
Ensuring accurate trust tax returns and estate tax return management
Utilizing CPA skills for effective tax management and financial planning

Requirements:

Degree in Accounting
CPA
5+ years of public tax experienced or a public/private mix
Experience with trust, partnership, and complicated individual tax returns
Experience doing extensive tax research on complicated matters
Must have proficiency in Accounting Software Systems
Capable of handling Cash Activity
Experience in preparing Complex Tax Returns
Familiarity with Consolidated Tax Returns
Knowledgeable in Estate Tax and Estate Tax Return preparation
Ability to prepare Federal Tax Returns
Understanding of Gift tax legislation
Experience in handling Trust Tax Returns
Familiarity with Tax - Trust & Estate and Tax - Fiduciary - Trust & Estate
Experience in preparing Trust Returns
Certified Public Accountant (CPA) designation required
Must have experience in the Real Estate & Property industry
Experience in Corporate Tax is a must

Nice to have:

Family office experience a big plus
LLM in taxation a big plus

What we offer:

medical
vision
dental
life and disability insurance
eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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