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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 selfdevelopment 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 multistate business returns complex passthrough 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 selfdevelopment 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 problemsolving capabilities.
Ability to multitask 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.
Required Experience:
Senior IC
Full Time