4 Jobs in Pittsburgh, PA
Robert Half is Hiring a Tax Specialist Near Pittsburgh, PA
RESEARCHES AND SUGGESTS SOLUTIONS TO CLIENT PLANNING AND TAX ISSUES. Responsible for researching various client planning issues and recommending creative solution options. Coordinates implementation of solutions with appropriate professionals.
SERVE AS INTERNAL TECHNICAL EXPERT. Support complex high-net-worth client relationships as a technical financial planning, trust, estate, and tax expert, including through direct interaction and delivery of advice to clients. Provide tax planning, trust, and estate planning technical expertise to complex high-net-worth client relationships. Work and coordinate with other technical experts throughout the firm. Serve as liaison between trust companies, trustees, and clients trust accounts.
PROVIDES TAX SERVICES . Prepares and reviews year-end tax planning arrangements. Completes tax returns and reviews and signs tax returns prepared by other staff members.
FUNCTIONS AS A TAX RETURN SIGNOR . For select tax returns, provides final review, and takes overall responsibility for quality and accuracy of tax returns prior to sending them to the IRS and state and local taxing authorities.
MONITORS TAX LAW AND FINANICAL PLANNING CHANGES AND DEVELOPS PLANNING STRATEGIES. Reads and interprets tax law and financial planning changes. Translates changes into understandable, user-friendly language and helps advisors and professional staff with developing effective client strategies designed to provide benefits to clients.
COMMUNICATES ADVANCED FINANCIAL PLANNING AND TAX RELATED ITEMS TO CLIENTS AND STAFF . Educates advisors and staff members on advanced financial planning and tax topics. Provides periodic internal financial planning newsletters regarding pertinent financial planning and tax related items. Also contributes financial planning and tax related content to quarterly newsletters for clients and COIs. Periodically participates in webinars to discuss complex financial planning and tax topics. Reviews financial planning related blog posts and content for technical accuracy.
SERVES AS A MENTOR TO ASSOCIATE ADVISORS AND TAX STAFF . Provides coaching and guidance to Associate Advisors and Tax Staff to help develop junior members of the firm. Serves as a financial planning and tax resource for junior members of the firm.
CONTRIBUTES TO TEAM EFFORT . Interacts with other employees to promote smooth workflow, identify and resolve problems, advance the firm’s image and accomplish results which support the mission of the Wealth Advisors.
Job Summary
Full Time
$66k-82k (estimate)
06/28/2024
07/11/2024
roberthalf.com
Menlo Park, CA
>50,000
Related Companies
The following is the career advancement route for Tax Specialist positions, which can be used as a reference in future career path planning. As a Tax Specialist, 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 Specialist. You can explore the career advancement for a Tax Specialist below and select your interested title to get hiring information.
If you are interested in becoming a Tax Specialist, 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 Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Tax Specialist job description and responsibilities
Tax Specialist ensure their clients abide by all of the tax laws, and prevent them from accruing any penalties from the government.
03/11/2022: Tuscaloosa, AL
Tax Specialist offer tax planning advice to their clients, and help them save money during tax time.
02/11/2022: Shreveport, LA
Tax Specialist work with clients to produce tax return documents that follow tax laws and regulations.
03/27/2022: Lynchburg, VA
Tax Specialist determine tax strategies that defer, minimize, or eliminate tax payments, and arrange audits with taxation authorities.
04/29/2022: Bergenfield, NJ
Tax Specialist can also specialize within their field.
04/07/2022: Rock Island, IL
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 Specialist jobs
The term “tax specialist” can refer to a variety of positions and roles, tax accountants, tax advisors, tax preparers, tax managers, etc.
04/30/2022: San Jose, CA
Pay taxes on employment compensation.
03/04/2022: Boulder, CO
Complete Minimum Education Requirements.
04/15/2022: Galveston, TX
Take the CPA exam and apply for a license.
04/06/2022: Port Arthur, TX
Apply for a job as a tax specialist
04/11/2022: Great Falls, MT
Step 3: View the best colleges and universities for Tax Specialist.
