Senior Tax Accountant (High Net Worth)

Location: Radnor, Pennsylvania, United States; hybrid schedule with three days per week in the Radnor office

Salary: $145,000–$185,000 annually, plus discretionary bonus

Company

hirify.global, through Fiduciary Trust International, provides investment and wealth management services for high-net-worth and ultra-high-net-worth clients, families, family offices, endowments, foundations, and institutions.

What you will do

• Prepare and review complex federal, state, local, individual, partnership, private foundation, estate, and fiduciary tax returns.
• Manage tax compliance for a portfolio of high-net-worth clients, including information gathering, deliverable coordination, client communication, and tax inquiries.
• Research complex federal and state tax issues and provide recommendations to management and clients.
• Coordinate engagement workflows, filing deadlines, estimated tax payments, and extensions.
• Partner with Wealth Advisors, Trust Officers, Operations, and Tax Management to deliver accurate reporting and coordinated client service.
• Participate in client meetings and assist with tax notices, audits, and tax authority inquiries.

Requirements

• Bachelor’s degree in Accounting.
• 8–12 years of experience in public accounting, private client tax, fiduciary tax, and/or wealth management tax services.
• Strong knowledge of federal, state, and local tax laws, including experience with Forms 1040, 709, 1065, 990-PF, and 1041.
• Strong analytical, problem-solving, organizational, communication, and attention-to-detail skills.
• Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.
• Ability to work in the Radnor, Pennsylvania office three days per week.

Nice to have

• Master’s degree in Taxation.
• CPA or EA designation; CFP designation is a plus.
• Experience with CCH Axcess Tax.
• Experience with CCH Scan, Bloomberg Tax/BNA Tax Planner, CCH AnswerConnect, or Thomson Reuters ONESOURCE Trust Tax.

Culture & Benefits

• Annual discretionary bonus and 401(k) plan with a generous match.
• Healthcare, insurance, disability benefits, employee stock investment program, and wellbeing support.
• Learning resources, career development programs, and reimbursement for certain education expenses.
• Paid vacation, holidays, sick leave, parental and caregiving leave, bereavement leave, volunteering leave, and floating holidays.
• Collaborative environment with exposure to clients and colleagues across global offices.