Trust and Estate Senior Tax Staff

Job description:

• Preparation of Gift, Estate and Trust tax returns
• Preparation of federal and state quarterly estimated tax payments
• Assist in tax planning for trust and individual income taxes\
• Assist in researching estate, gift, and trust related issues
• Handle multiple engagements at one time and meet deadlines
• Ask appropriate questions when faced with difficulties
• Produce deliverables that are clear, concise, thorough and of professional quality
• Provide guidance and feedback to staff and interns
• Facilitate and partake in office trainings and mentorship program
• Dedicated to meeting and exceeding the expectations and requirements of clients

Qualified candidates will possess the following:

• 3 or more years of experience in public accounting
• Undergraduate or graduate degree in Accounting or Tax
• CPA certification obtained or in progress, JD
• Excellent organization and time management skills
• Highly detail-oriented, organized and proactive
• Strong written and verbal communication skills with a client-service focus
• Strong computer skills; knowledge of ProSystem Tax and Engagement a plus
• Technical skills reflective of experience
• An ability to work within a team framework and comfortable reporting to multiple people

Our benefits include:

• Competitive salary
• Health, dental, vision, life, long-term disability insurance
• 401(k) plan
• New business and employee referral bonuses
• Professional dues
• Continuing education
• Free parking

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