Trust and Estate Senior Tax Staff

Job Description

• Preparation of Gift, Estate and Trust tax returns
• Preparation of federal and state quarterly estimated tax payments
• Afford assistance in tax planning for trust and individual income taxes
• Afford assistance in researching estate, gift, and trust related issues
• Handle multiple engagements at one time and meet deadlines
• Ask appropriate questions when faced with difficulties
• Produce deliverables that are clear, concise, thorough and of professional quality
• Provide guidance and feedback to staff and interns
• Facilitate and partake in office trainings and mentorship program

Qualifications

• Dedicated to meeting and exceeding the expectations and requirements of clients