Kyler Professional Search · 6 hours ago
Tax Accountant Senior
Pittsburgh, PA
Full-time
Onsite
Mid, Senior Level
4+ years expKyler Professional Search is seeking an experienced and detail-oriented Tax Senior to join their dynamic tax and accounting team. This role involves taking ownership of key tax and accounting functions, expanding technical expertise, and working in a technology-forward environment that emphasizes automation, innovation, and accuracy.
Human Resources
Hiring Manager
Amylyn Kyler
Responsibilities
Prepare, review, and process income tax estimates, extensions, and returns for individuals, partnerships, trusts, and foundations
Maintain and reconcile investment tax basis schedules using Sage and Excel
Research and resolve federal and state tax notices
Support annual tax planning and strategy initiatives
Reconcile tax reporting documents (K-1s, brokerage accounts, business transactions) to general ledgers and post adjustments as needed
Coordinate the preparation and filing of 1099s, state withholding, and other statutory filings
Ensure accuracy and consistency of entity-level reconciliations across multiple systems (e.g., Sage, CCH Access)
Assist with filings such as 1099s, state-specific reports, withholding submissions, and international or Indian tax returns when applicable
Partner with team members to meet financial and administrative needs of family members and related entities
Provide prompt, professional responses to ad-hoc inquiries and information requests
Contribute to educational sessions and briefings on tax and financial topics for clients
Qualification
Required
Bachelor's degree in Accounting or Finance required
Minimum of 4 years of public accounting experience
Experience working with high-net-worth individuals, investment partnerships, trusts, private foundations, or non-profits
Strong general ledger and journal entry experience
Familiarity with accounting/tax systems such as Sage and CCH Access
Forward-thinking and AI-aware; comfortable leveraging technology to streamline and automate processes
Experience with tax tools such as K-1x, SurePrep, and Vanilla
Proficient in Microsoft Office Suite, particularly Excel, Word, PowerPoint, and SharePoint
Highly organized with exceptional attention to detail
Strong time management and prioritization skills in a deadline-driven environment
Excellent written and verbal communication skills
Demonstrated professionalism, discretion, and sound judgment
Self-motivated, collaborative, and capable of working independently with minimal supervision
Preferred
CPA or MBA preferred
Family Office or Wealth Management experience preferred
Working knowledge of data tools such as Alteryx, Power BI, or Tableau preferred
Company
Kyler Professional Search
In today’s ever changing workforce many organizations find themselves… • Paying the high price of executive and/or contingent Recruiters to source for niche requirements.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase