Tax Specialist - Temporary

Buchanan Ingersoll-Rooney; Pittsburgh (Allegheny County); On-site; USD 89,544 - 130,872; Full time

Job summary

Buchanan Ingersoll-Rooney is seeking a detail-oriented Tax Specialist for their Pittsburgh office. This temporary full-time role aims at preparing and reviewing complex tax returns for individuals and trusts. Ideal candidates will possess a Bachelor's degree in Accounting or Finance, a CPA or EA designation, and at least three years of experience in a professional setting. The position focuses on high-net-worth clientele and requires strong analytical skills and proficiency in tax software. It offers a wage of $65-$95 per hour based on experience.

Qualifications

• Minimum of three years of experience in preparing complex individual and trust tax returns.
• Ability to work independently and manage multiple deadlines.
• Experience with high-net-worth clientele a plus.

Responsibilities

• Prepare and review complex federal and state income tax returns for individuals and trusts.
• Gather and analyze financial data, including income, deductions, and distributions.
• Ensure compliance with current tax laws and regulations.

Skills

Analytical skills

Organizational skills

Communication skills

Knowledge of federal and state tax codes

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA or EA designation

Tools

ProSystem fx

Thomson Reuters ONESOURCE

CCH Axcess

Microsoft Excel

Job description

We are seeking a detail-oriented and experienced Tax Specialist to join our Pittsburgh office on a temporary full-time basis. The ideal candidate will have extensive expertise in preparing and reviewing individual, partnership, small corporation and trust income tax returns and gift tax returns, ensuring compliance with federal and state tax regulations. Experience with high-net-worth clientele a plus. This role offers an excellent opportunity to contribute to a dynamic team serving high profile clients with complex tax compliance needs.

Scope: 2 - 3 months starting in August

Temporary Full-time, On-site. Monday-Friday 8:00am - 4:30pm, occasional overtime with supervisor approval.

Wage: $65.00-95.00 per hour based on experience

Key Responsibilities:

• Prepare and review complex federal and state income tax returns for individuals and trusts accurately and timely.
• Gather and analyze financial data, including income, deductions, and distributions.
• Collaborate with attorneys, financial advisors, and clients to obtain necessary documentation and clarify tax issues.
• Ensure compliance with current tax laws and regulations, staying updated on relevant changes.
• Maintain organized records of all filings and correspondence.
• Contribute to the overall efficiency and accuracy of the tax team.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field; CPA or EA designation a plus.
• Three (3) or more years of experience in preparing complex individual and trust tax returns at an accounting firm or in a professional services environment.
• Strong knowledge of federal and state tax codes.
• Excellent analytical, organizational, and communication skills.
• Ability to work independently and manage multiple deadlines.
• Proficiency in tax software (e.g., ProSystem fx, Thomson Reuters ONESOURCE, Lackner, CCH Axcess [preferred], or similar).
• Expert user in Microsoft Office Suite, particularly Excel.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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