Tax Senior Associate - Private Client Services (PCS)

HBK CPAs & Consultants; Warrendale (Allegheny County); On-site; USD 70,000 - 105,000; Full time

Benefits offered by this job

Competitive Compensation

401(k) with company match and profit分享

Medical, dental, and vision insurance

Company Paid Life Insurance

Open Paid‑time‑off Policy

Tuition Reimbursement

Job summary

HBK CPAs & Consultants is a growing Top 50 accounting firm with a collaborative culture that serves high‑net‑worth individuals and mid‑size businesses. We seek capable professionals to join a dynamic team and help clients achieve their financial goals.

With opportunities to lead engagements, advance your career, and access broad resources, HBK offers a supportive environment where research, analysis, and clear communication are valued as part of delivering top‑quality tax, audit, and advisory

Qualifications

• 3+ years of previous public accounting experience.
• CPA or timeline of obtaining one within a reasonable amount of time from date of hire.
• Ability to research and resolve complex issues with minimal oversight.
• Experience in planning and supervising larger engagements; previous tax return preparation experience is required.
• Solid research and writing skills, excellent verbal communication and presentation skills, and the ability to interact with all levels of staff and clients.
• A competent working knowledge of accounting, auditing and tax software is required.

Responsibilities

• Responsible for preparing, reviewing, and/or executing assigned tax returns and accounting/consulting projects, working directly with Partners and Senior Managers.
• Complete moderately complex projects accurately, thoroughly, and efficiently.
• Supervising and leading members of our internal team to ensure client engagements and projects are delivered in a timely manner.
• Participate with more experienced personnel in coordinating large client engagements, identification of problems, tax law and computer model analysis and helping clients determine optimal strategies.
• Continually participate in professional and personal development, including appropriate technical trainings.
• Demonstrate leadership skills in support of all Firm policies and procedures to promote teamwork and loyalty.
• Promote and create positive client and team member impressions by exhibiting professional demeanor, competence, and ability.

Skills

Public accounting

CPA or CPA‑track

Research skills

Tax return preparation

Communication & presentation

Software knowledge

Education

Bachelor's degree in Accounting

Tools

ProSystem fx

CaseWare

Excel

Tax software

Job description

HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships.

Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.

We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid‑size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we’vemade something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for. Please read on to discover if you could see yourself joining the HBK Family.

Qualifications

• 3+ years of previous public accounting experience.
• Successful candidate should have CPA or be on a timeline of obtaining one within a reasonable amount of time from date of hire.
• Ability to research and resolve complex issues with minimal oversight.
• Experience in planning and supervising larger engagements; previous tax return preparation experience is required.
• Solid research and writing skills, excellent verbal communication and presentation skills, and the ability to interact with all levels of staff and clients.
• A competent working knowledge of accounting, auditing and tax software is required.

Responsibilities

• Responsible for preparing, reviewing, and/or executing assigned tax returns and accounting/consulting projects, working directly with Partners and Senior Managers.
• Complete moderately complex projects accurately, thoroughly, and efficiently.
• Supervising and leading members of our internal team to ensure client engagements and projects are delivered in a timely manner.
• Participate with more experienced personnel in coordinating large client engagements, identification of problems, tax law and computer model analysis and helping clients determine optimal strategies.
• Continually participate in professional and personal development, including appropriate technical trainings.
• Demonstrate leadership skills in support of all Firm policies and procedures to promote teamwork and loyalty.
• Promote and create positive client and team member impressions by exhibiting professional demeanor, competence, and ability.

Benefits We Offer

• Competitive Compensation.
• Lucrative New Business & Employee Referral Bonuses.
• Anniversary Bonus.
• Open Paid‑time‑off Policy.
• We provide a flexible work environment to offer work/life balance.
• 401(k) plan with company match and profit sharing.
• Medical, dental, and vision insurance.
• Company Paid Life Insurance.
• Affordable Short‑ & Long‑Term Disability Insurance.
• Affordable Accidental and Critical Illness Insurance.
• 9 Paid holidays.
• Disability Insurance.
• Tuition Reimbursement.
• Annual Performance Reviews.
• And Much More…

HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

HBK Benefits