Tax Senior
Job Description
Job Description
Tax Senior We are looking for an experienced Tax Manager specialized in Trusts & Estates!
Responsibilities
- Review and prepare federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and related filings
- Lead multiple tax engagements to deliver quality tax preparation, research, planning, and consulting services for a variety of clients
- Ensure compliance with legal and tax requirements for trust and estate entities
- Communicate technical issues, recommendations, and opportunities to clients and prospects, including in-person meetings
- Provide guidance and training to junior staff, and collaborate within integrated team to meet client and firm deadlines
- Stay current with changes in fiduciary, tax, and estate law, and participate in ongoing professional development
- Proactive approach to process improvement and regulatory changes
- 5+ years of specialized experience in trust and estate tax
- Restaurant, Manufacturing, Real Estate investments & Construction client experience preferred
- Active CPA strongly preferred
- Public Accounting experience a plus
Benefits
- Hybrid Remote Schedule (3 days in office / 2 days from home)
- Medical
- Vision
- Dental
- 401k
- Bonus
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