Senior Tax Accountant; Trust & Estate

Base pay range

$80,000 - $120,000 per year

• Prepare and lead individual, trust, estate, and business tax returns; assist with planning
• Complete initial reviews and prepare complex tax returns
• Provide leadership and training for junior staff and interns
• Support tax planning efforts and lead assigned projects
• Prepare and review compiled financial statements
• Collaborate with managers and firm leadership in a team environment
• Use current tax and accounting software for engagements
• Handle sensitive and confidential information with discretion
• Begin identifying areas of specialization
• Research technical tax issues
• Support firm business development initiatives
• Professionally represent the firm at client and community functions
• Participate in industry niches and civic/professional organizations

• Bachelor's degree in Accounting/Finance or related field
• 3+ years of tax/accounting experience in a CPA firm, with trust, estate, gift, and complex return exposure
• Strong technical, analytical, and organizational skills
• Excellent verbal and written communication skills
• High level of focus, attention to detail, and ability to manage deadlines
• Experience with Pro Systems, Quick Books, and CCH Engagement

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