Tax Accountant

<div> <p class="MsoNormal"><strong>Tax Advisor / Financial Planning Consultant</strong></p> <p class="MsoNormal"><strong>Location:</strong> Beaver, PA (On-Site | Local Residents Only)</p> <p class="MsoNormal">Our customer, a <strong>compact and established financial planning and tax consultancy in Beaver, PA</strong>, comprising around twenty staff members, is in search of a <strong>Tax Accountant / Financial Planning Consultant</strong> to become part of their team. This presents a <strong>distinctive dual-role opportunity</strong> suitable for a tax expert who values personal tax planning and preparation but is also keen on delving into the financial planning aspect of the business. Additionally, this role involves managing a modest to medium group of financial planning clients during the off-peak tax season, as well as assisting the tax team with tax reduction planning sessions from May through early December.</p> <p class="MsoNormal"><strong>Summary</strong></p> <p class="MsoNormal">This position entails organizing and participating in year-round tax reduction planning sessions, as well as preparing/reviewing personal tax returns, while also supporting the financial planning team and individual advisors throughout the year. The perfect candidate possesses a solid foundation in <strong>personal tax planning</strong> and tax preparation, enjoys interacting with clients, and establishing enduring financial relationships.</p> <p class="MsoNormal">This role is <strong>completely office-based</strong> and suited for someone seeking stability, diversity, and a more balanced professional routine outside of conventional public accounting cycles.</p> <p class="MsoNormal"><strong>Responsibilities</strong></p> <ul style="margin-top: 0in" type="disc"> <li class="MsoNormal">Tax reduction planning, preparing and reviewing individual federal, state, and local tax returns.</li> <li class="MsoNormal">Provide tax planning and advisory support to advisors and clients throughout the year</li> <li class="MsoNormal">Collaborate with advisors to integrate tax strategies into overall financial planning</li> <li class="MsoNormal">Assist in client meetings and follow-up concerning tax and planning issues</li> <li class="MsoNormal">Maintain compliance with tax regulations and deadlines</li> <li class="MsoNormal">Support client interactions and maintain ongoing relationships</li> </ul> <p class="MsoNormal"><strong>Requirements</strong></p> <ul style="margin-top: 0in" type="disc"> <li class="MsoNormal">Extensive background in <strong>personal tax planning and preparation</strong> (all facets of personal returns)</li> <li class="MsoNormal">Experience in managing a group of personal tax clients</li> <li class="MsoNormal"><strong>CPA and/or EA certification preferred</strong>; experience in public accounting highly desirable</li> <li class="MsoNormal">Thorough understanding of tax planning strategies and implications for high-net-worth individuals</li> <li class="MsoNormal">Strong communication skills and client-centered approach</li> <li class="MsoNormal">Ability to handle confidential financial information</li> </ul> <p class="MsoNormal"><strong>Additional Criteria</strong></p> <ul style="margin-top: 0in" type="disc"> <li class="MsoNormal"><strong>Must reside in the area</strong> and able to commute to Beaver, PA</li> <li class="MsoNormal">Willingness to work <strong>on-site</strong> (this is not a remote position)</li> </ul> <p class="MsoNormal"><strong>Why Choose This Position</strong></p> <ul style="margin-top: 0in" type="disc"> <li class="MsoNormal">Unique combination of tax and financial planning responsibilities</li> <li class="MsoNormal">Opportunity to move away from the traditional public accounting demands while still engaging in significant tax work</li> <li class="MsoNormal">Close-knit, team-oriented working atmosphere</li> <li class="MsoNormal">Long-term security with a well-regarded local firm</li> </ul> <p class="MsoNormal"> </div>