12 Tax Analyst Jobs in Carnegie, PA
Job Juncture is Hiring a Tax Analyst Near Carnegie, PA
The core focus of this role is tax compliance and planning, with an emphasis on the technology systems of the family office. This position will have the responsibility to learn our current technology systems and continually develop and improve them across our tax, accounting, and financial/investment reporting services. This position reports directly to the treasurer of the family office but will work closely with all staff.
The position is exempt and includes 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 after onboarding in the centrally located Greentree, PA office.
Qualifications
- 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
- Preparation and/or review of 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
- Expand finance and investment knowledge set
- Grow expertise in tax technology and software, with a focus on automation
- Become knowledgeable and stay current with other family office industry technology and software
- Utilize Microsoft Copilot and stay current with generative AI best practices
Job Summary
Full Time
$65k-81k (estimate)
06/02/2024
07/24/2024
jobjuncture.com
Houston, TX
<25
Related Companies
The job skills required for Tax Analyst include Tax Return, Accounting, Communication Skills, Problem Solving, Critical Thinking, Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Tax Analyst positions, which can be used as a reference in future career path planning. As a Tax Analyst, it can be promoted into senior positions as a Tax Research Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Analyst. You can explore the career advancement for a Tax Analyst below and select your interested title to get hiring information.
If you are interested in becoming a Tax Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Tax Analyst for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Tax Analyst job description and responsibilities
Prepare tax provision documents quarterly to ensure compliance with tax reporting management for auditing purposes.
03/26/2022: Biloxi, MS
Maintain and reconcile all tax general ledger accounts and evaluate all account balances and prepare all tax returns and schedule for same and perform regular audits on all tax returns.
02/25/2022: Atlantic City, NJ
Prepare required support papers for same and assist on all federal and state tax payments and ensure compliance to all consultants on monthly basis and maintain all work on vertex software.
02/22/2022: Santa Barbara, CA
Respond to all queries associate with tax submissions and ensure compliance to all extensions and payments.
02/01/2022: Greenville, SC
Analyzed and reconciled sales and use tax liability accounts and accruals booked by other accounting groups.
03/17/2022: New Orleans, LA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Tax Analyst jobs
Some candidates could start out with a role such as Senior Tax Analyst, progress to a title such as Tax Manager and then eventually end up with the title Senior Tax Manager.
02/14/2022: Tucson, AZ
Applicants seeking the job of a tax analyst are commonly expected to satisfy a set of requirements by most organizations.
03/14/2022: Providence, RI
This duty requires a sharp eye for both the tax laws and for the structure and practices of the business.
03/30/2022: Clarksville, TN
Experience as a Tax Accountant, Tax Analyst, or Tax Preparer can be an edge if you are an aspiring applicant.
01/12/2022: Grand Forks, ND
Candidates must have a strong knowledge of tax law and statutory regulations.
01/06/2022: Passaic, NJ
Step 3: View the best colleges and universities for Tax Analyst.
Similar Jobs
Popular Articles
