Senior Tax Accountant - Estate & Trust

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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.

• 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.
• Read 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.
• Advise and coach team members and set an example by demonstrating high energy level and enthusiasm.
• Actively support new initiatives.
• Identify opportunities to improve assignment profitability and efficiency.
• Pursue self‑development opportunities.
• Work as an effective team member to complete project components and assigned tasks.
• Manage own work schedule.
• Actively work to build networking, marketing and business development skills.

• 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 Quick Books.
• 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.

$105,000 - $115,000

• Seniority level:
  Mid‑Senior
• Employment type:
  
  Full‑time
• Job function:
  Accounting/Auditing and Finance