Our growing, collaborative and affable Tax Practice is looking for a Senior/Manager with Estate and Trust experience to enjoy the camaraderie and challenges of getting it right together.
While this position would require experience with fiduciary income tax returns, you would also be involved in the preparation of business and individual returns. You would be working directly with clients (backed by a team-effort) managing relationships particularly in situations that involve fiduciary assistance. You will supervise staff accountants on engagements, manage client communication, and develop client relationships.
The seniority of this position is variable based on a candidate’s level of experience. This role offers opportunity for advancement to highest level of leadership. We offer competitive compensation and a unique benefits package.
Here are a few competency expectations for this position:
- Possess broad tax knowledge with an expertise and passion for tax research on gift, estate, and fiduciary income tax issues. Ability to draw conclusions, and document findings in written format
- Review and prepare gift, estate, and fiduciary income tax returns – however, individual and business returns would also be managed.
- Review and prepare fiduciary accounting for estates and trusts
- Conduct tax planning for and consult with high net-worth clients for estate and trust needs