Tax Senior - Trusts and Estates

Overview

Senior Tax - Trusts and Estates

Our firm is currently assisting a CPA Firm in the Orange County area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates/Fiduciary Tax Senior position.

• Direct multiple engagements; review estate fiduciary income tax returns, along with the decedent's final individual tax return; review trust fiduciary income tax returns and individual income tax returns.
• Analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes.
• Develop postmortem tax-saving strategies for the estate accounts.
• Provide oversight and direction to a team of tax specialists in the delivery of tax services.

• CPA certification
• Recent Public Accounting experience.
• Expert knowledge in the preparation of trusts, estate, gift tax returns and trust accounting.
• Minimum of 3 years’ experience in the preparation and review of fiduciary income tax returns. 5 years or more preferred.
• Experience with Partnerships and S Corporations preferred
• Prior client management experience.

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.