Tax Accountant

• Manage an assigned portfolio of accounts and oversee tax compliance activities.
• Review tax returns and related deliverables for accuracy, quality, and timeliness.
• Partner with PwC and internal stakeholders to resolve tax-related questions.
• Support trust and charitable tax compliance activities.
• Participate in projects, process improvements, and operational initiatives.
• Review and coordinate tax compliance for Private Foundations and Charitable Gift Annuities (CGAs).
• Support Form 5227 filings and Form 1099-NEC reporting reviews.
• Coordinate charitable tax returns and Form 990 notice requirements.
• Assist with state filing compliance and registration requirements.
• Partner with PwC and internal teams to maintain charitable filing records and reporting obligations.

• Bachelor's degree, or equivalent work experience
• Four to six years of related experience
• Excellent accounting, tax accounting, mathematical, and analytical skills
• Proven ability to identify and resolve exceptions and to analyze data
• Thorough knowledge of government and regulatory laws and regulations
• Thorough knowledge of financial analysis, forecasting, and planning
• Demonstrated analytical, problem-solving, decision-making, and organizational skills
• Effective customer relations, interpersonal, and verbal and written communication skills
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

Demonstrates expertise in tax compliance activities, including the preparation and review of tax returns, Form 5227 filings, and Form 990 requirements. Possesses strong analytical and problem-solving skills, with a thorough understanding of regulatory laws and financial analysis.

• Tax Compliance Management
• Form 5227 Filings
• Charitable Tax Returns
• Financial Analysis
• Regulatory Knowledge

• Tax Accounting
• Data Analysis
• Financial Forecasting
• Mathematical Skills
• Tax Return Review

• Problem-Solving
• Decision-Making
• Organizational Skills
• Customer Relations
• Communication Skills

• Charitable Gift Annuities
• Private Foundations
• Tax Compliance Activities
• Government Regulations
• Operational Initiatives

• Microsoft Office