Tax Senior Accountant

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