Senior Trust and Estate Tax Accountant
Hantzmon Wiebel LLP · Charlottesville, VA · 1 mo ago
On-siteAccounting$70k–$90k/yrFull-time
About the role
Prepare and review fiduciary income tax returns, complex estate tax returns and related schedules, and complex gift tax returns and related schedules. Research and stay updated on federal and state estate tax laws and regulations. Advise clients on estate planning strategies to minimize estate tax liability. Collaborate with attorneys and other professionals involved in estate planning. Train and mentor junior staff members. Manage probate and other estate administration processes.
Responsibilities
- Prepare and review fiduciary income tax returns
- Prepare and review complex estate tax returns and related schedules
- Prepare and review complex gift tax returns and related schedules
- Research and stay up-to-date on federal and state estate tax laws and regulations
- Advise clients on estate planning strategies to minimize estate tax liability
- Collaborate with attorneys and other professionals involved in estate planning
- Train and mentor junior staff members
- Manage probate and other estate administration processes
Requirements
- Bachelor's degree in accounting or a related field
- CPA certification required
- 5 years of experience in estate and fiduciary tax accounting
- Strong understanding of estate tax laws and regulations
- Excellent analytical and problem-solving skills
- Strong communication and analytical skills
- Highly motivated with a strong work ethic and a team player
- Tech-savvy with proficiency in Microsoft Office Suite
- Ability to make informed decisions and stay organized with a keen attention to detail
- Ability to multi-task, problem-solve, and work under pressure
- High level of professionalism
- Ability to maintain confidentiality of client information
- Ability to adapt to specialized tax and accounting software
Qualifications
- Strong understanding of estate tax laws and regulations
- Excellent analytical and problem-solving skills
- Strong communication and analytical skills
- Highly motivated with a strong work ethic and a team player
- Tech-savvy with proficiency in Microsoft Office Suite
- Ability to make informed decisions and stay organized with a keen attention to detail
- Ability to multi-task, problem-solve, and work under pressure
- High level of professionalism
- Ability to maintain confidentiality of client information
- Ability to adapt to specialized tax and accounting software
Skills
- Strong understanding of estate tax laws and regulations
- Excellent analytical and problem-solving skills
- Strong communication and analytical skills
- Tech-savvy with proficiency in Microsoft Office Suite
- Ability to make informed decisions and stay organized with a keen attention to detail
- Ability to multi-task, problem-solve, and work under pressure
- High level of professionalism
- Ability to maintain confidentiality of client information
- Ability to adapt to specialized tax and accounting software
Benefits
- 401(k) and profit sharing plan
- Medical
- Dental
- Vision
- HSA
- FSA
- Life insurance
- Parental leave
Pay
Annual salary range: $70k - $90k (based on experience)
Schedule
Full-time
Benefits
- 401(k) and profit sharing plan
- Medical
- Dental
- Vision
- HSA
- FSA
- Life insurance
- Parental leave