Responsibilities
Prepare/review complex individual trust gift estate and non-profit returns
Prepare/review year-end tax projections
Demonstrates strong organizational skills including the ability to meet all deadlines and commitments.
Train and mentor tax staff
Preparation of client billing
Perform tax research
Attend team and client meetings in person as needed
Manage client contact
Qualifications
4 or more years of experience in public accounting preparing/reviewing individual trust estate and gift tax returns
BA/BS degree in accounting or related field
CPA EA or JD license required
Strong sense of ownership for delivering high-quality service and excellent customer service team-building and time management skills.
Clear concise professional and thorough verbal and written communication skills.
Technical competencies must include experience with Microsoft Office specifically Word and Excel.
Experience with CCH Axcess a plus.
Able to work independently from home but can work in the office everyday if you choose.
Benefits
Competitive compensation
PTO and paid holidays
Monthly team events
Career growth
401k retirement plan
Medical Dental and Vision Insurance
Group Term Life Insurance
FSA and/or HSA
Required Skills:
trustEstate & Gift Taxation
Responsibilities Prepare/review complex individual trust gift estate and non-profit returnsPrepare/review year-end tax projectionsDemonstrates strong organizational skills including the ability to meet all deadlines and commitments.Train and mentor tax staffPreparation of client billingPerform tax r...
Responsibilities
Prepare/review complex individual trust gift estate and non-profit returns
Prepare/review year-end tax projections
Demonstrates strong organizational skills including the ability to meet all deadlines and commitments.
Train and mentor tax staff
Preparation of client billing
Perform tax research
Attend team and client meetings in person as needed
Manage client contact
Qualifications
4 or more years of experience in public accounting preparing/reviewing individual trust estate and gift tax returns
BA/BS degree in accounting or related field
CPA EA or JD license required
Strong sense of ownership for delivering high-quality service and excellent customer service team-building and time management skills.
Clear concise professional and thorough verbal and written communication skills.
Technical competencies must include experience with Microsoft Office specifically Word and Excel.
Experience with CCH Axcess a plus.
Able to work independently from home but can work in the office everyday if you choose.
Benefits
Competitive compensation
PTO and paid holidays
Monthly team events
Career growth
401k retirement plan
Medical Dental and Vision Insurance
Group Term Life Insurance
FSA and/or HSA
Required Skills:
trustEstate & Gift Taxation
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