CPA/Senior Tax Preparer

Senior Tax Accountant (Individual Tax Returns)
Fiduciary Trust International is hiring a Senior Tax Accountant for its Radnor, PA office (Greater Philadelphia Area). This role will play an important part in the accurate and timely preparation and review of tax returns and related tax matters for Fiduciary Trust International clients. The position requires a strong understanding of federal and state tax laws, sound judgment, strong analytical skills, and the ability to manage complex tax compliance matters for high-net-worth individuals and related entities.
Prepare and review complex federal, state, and local income tax returns and gift tax returns for high-net-worth individuals, trust returns, estate returns, partnerships, and private foundations
Manage the tax compliance process for a portfolio of high-net-worth clients, including gathering financial information, coordinating deliverables, communicating with clients, and addressing tax-related inquiries
Conduct tax research on complex tax issues and provide recommendations to management and clients
Coordinate tax engagement workflows and monitor filing deadlines to ensure timely completion of client deliverables.
Assist in the preparation of estimated tax payments and extensions
Collaborate with Wealth Advisors, Trust Officers, and Operations teams to ensure accurate and timely tax reporting and client service.
Participate in client meetings and communicate tax matters and planning recommendations in collaboration with Wealth Advisors and Tax Management
Assist with tax notices, audits and other tax authority inquiries
Stay current with changes in tax laws and regulations and assess their impact on the company and its clients
What Will Help You Be Successful

• Bachelor's degree in Accounting
• EA or CPA designation preferred
• 8-12 years of experience in public accounting, private accounting tax, fiduciary tax, and/or wealth management tax services.
• In-depth knowledge of federal, state, and local tax laws and regulations, with a strong emphasis on preparing individual, partnership, trusts, estates and private foundation tax returns
• Experience with CCH Axcess tax preparation software
• Strong written and verbal communication skills with the ability to effectively communicate complex tax concepts
• Ability to work in our Radnor, PA office three days per week

Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $145,000 - $185,000 depending on level of relevant experience, plus discretionary bonus.