Job Description:
• Performs detail tax review of all Trust, Estate and Gift tax returns and governmental tax examinations of any complexity
• Works directly with clients on follow-up items from meeting or initiates follow through on new initiatives with clients
• Delegates and manages Trust, Estate and Gift tax research projects to achieve an accurate and efficient product
• Performs tax preparation for more complex Trust, Estate and Gift tax returns
• Develops and mentors staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals
• Manages risk and financial performance of engagements including billings, collections and project budgets
Requirements:
• 5+ years recent experience in public accounting with a Trust and Estate tax focus
• Excellent research and writing skills
• Licensed CPA or JD required
• Ability to build and retain client relationships
Benefits:
• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
• Retirement Savings: 401(k) plan with 1.5 % match and discretionary 5% profit sharing
• Time Off: 5 weeks of vacation and sick leave, 10 Paid Holidays
• 16 Hours of Volunteer Time
• Paid Sabbaticals and Paid Parental Leave
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