Senior Tax Accountant (CPA) – Hybrid

PTF Consulting • Pittsburgh, PA

17h • $100,000 - $110,000 • Hybrid

About The Position

Our client is seeking a Senior Tax Accountant to join a collaborative private family office team supporting two high-net-worth families. This role is ideal for a tax professional who enjoys meaningful work, trusted relationships, and a steady, balanced workload without the burnout of traditional public accounting. The Senior Tax Accountant will contribute to tax planning and compliance, wealth strategy, charitable initiatives, trust oversight, and generational planning while working closely with a small and highly professional team.

Requirements

• CPA required, with a bachelor's degree in accounting or finance.
• Minimum of 5 years of public accounting experience with a focus on tax.
• Strong technology aptitude; ability to implement software updates.
• Proficiency in Microsoft Office.

Nice To Haves

• MBA is a plus!
• Experience preparing and researching tax matters for high-net-worth individuals, partnerships, trusts, and private foundations is a plus.
• Experience with CCH Pro Systems (including research and special allocations) is a plus.
• Family office or wealth management experience is beneficial.
• Experience with Asset Vantage and Adobe Professional is a plus.

Responsibilities

• Provide tax planning for individuals, partnerships, trusts, foundations, and estate planning initiatives.
• Prepare or review income tax estimates and extensions; partner with PwC on the preparation of individual, partnership, trust, and foundation tax returns across various jurisdictions.
• Research and analyze tax issues impacting entities and individuals.
• Collaborate with corporate and individual trustees.
• Utilize BNA and tax compliance software; experience with CCH Pro Systems (including research and special allocations) is a plus.
• Prepare tax-related materials for family branch meetings.
• Communicate and report on investment allocations, financial planning, cash flow, and tax status for individuals.
• Support trust, foundation, and family partnership accounting, administration, and cash management.
• Assist in developing and maintaining accounting policies, controls, and documentation for all tax-related procedures.
• Work collaboratively across the team to support family members and daily office operations.
• Manage filing and record retention; family office or wealth management experience is beneficial.
• Organize and prioritize multiple responsibilities while maintaining a positive, professional attitude.
• Communicate clearly and effectively with family members and internal staff; address issues promptly with sound judgment.
• Thrive both independently and in team settings; maintain a high attention to detail with minimal supervision.

Benefits

• Employees enjoy a flexible hybrid schedule with four days in the office and either Monday or Friday as a remote day.
• The company offers a strong benefits package, including 100% employer-paid healthcare, reimbursement for out-of-pocket medical expenses, and competitive bonuses.
• The workflow allows for a steady pace throughout the year, with extensions filed and completed over the summer to help maintain a healthy quality of life.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior