Senior Tax Accountant - Estate & Trust


Position Purpose/Summary

We are currently seeking a Senior Tax Accountant with a specialization in Estate and Trust to join our talented team. 

The Senior E & T Accountant is responsible for organizing client assignments and projects including the completion of assigned tasks and project components as well as coaching and mentoring team members in client and self-development expectations.

Duties and Responsibilities

· Assist partners and managers in consulting with closely held business and individual clients on financial and tax planning matters.

· Prepare tax returns, including consolidated or multi-state business returns, complex pass-through entities, and complex individuals. 

· Identify and research all aspects of estate and trust engagements, including planning, research, compliance and reporting.

· Reading through trust agreements and wills to determine appropriate filings and estate structure.

· Complete monthly and quarterly accounting projects at client locations

· Demonstrate an interest in practice development.

· Advises and coaches team members and sets example by demonstrating high energy level and enthusiasm.

· Actively supports new initiatives.

· Identify opportunities to improve assignment profitability and efficiency.

· Pursues self-development opportunities.

· Work as an effective team member to complete project components and assigned tasks.

· Must be able to manage own work schedule.

· Actively work to build networking, marketing and business development skills.



Position Qualifications

· 3+ years of current Public Accounting Experience

· Experience preparing Form 1041 Fiduciary Income tax returns.

· Experience preparing Form 709 Gift Tax returns.

· Experience preparing Form 706 Estate Tax returns.

· Experience preparing Deceased Taxpayer Income Tax returns.

· BA/BS Degree in Accounting, Finance, or related field.

· CPA Certification; or eligible to sit for the CPA exam.

· Proficiency with tax software, MS Office, and working knowledge of QuickBooks.

· Strong client rapport and project management skills

· Strong technical knowledge and skills

· Strong problem-solving capabilities.

· Ability to multi-task and manage multiple projects simultaneously.

· Organization – Managing your own schedule.

· Excellent verbal and written communication skills with ability to focus on complex financial information.

Certification, Licenses, Registrations

· CPA, in progress or soon to be in progress.