Senior Tax Accountant

About the role

We are seeking a Senior Tax Accountant with a specialization in Estate and Trust to join our team. This role involves organizing client assignments and projects, completing tasks, and coaching and mentoring team members in client and self-development expectations.

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 multi-state business returns, complex pass-through entities, and complex individuals.
• Identify and research all aspects of estate and trust engagements, including planning, research, compliance, and reporting.
• Read 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 and actively support new initiatives.
• Advise and coach team members, setting an example by demonstrating high energy and enthusiasm.
• Identify opportunities to improve assignment profitability and efficiency.
• Pursue self-development opportunities and manage your own work schedule.
• Actively work to build networking, marketing, and business development skills.
• Work as an effective team member to complete project components and assigned tasks.

Requirements

• 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 problem-solving capabilities.
• Ability to multi-task and manage multiple projects simultaneously.
• Excellent verbal and written communication skills, with the ability to focus on complex financial information.

Certification, Licenses, Registrations

CPA, in progress or soon to be in progress.