Senior Tax Associate - Trust, Estate & Gift

TJT • Durham, NC

6d • Hybrid

About The Position

TJT is seeking a highly skilled Senior Tax Associate to join our dynamic trust, estate, and gift tax team in a full-time capacity. In this essential role, you will leverage your extensive experience in trust, estate, gift, and fiduciary income tax return preparation to deliver exceptional service to high-net-worth individuals and family groups. As a Senior Associate, you will operate as a trusted advisor, collaborating closely with firm leadership and clients to drive success and contribute to TJT’s continued growth and reputation for excellence.

Requirements

• A minimum of two years of public accounting experience, with a strong concentration in trust, estate, gift, and fiduciary income tax return preparation.
• Significant experience preparing and reviewing individual income tax returns for high-net-worth individuals and families, in addition to similar fiduciary returns.
• Proficiency with CCH Axcess Tax and Engagement trial balance software.
• Excellent communication skills for building and maintaining strong client relationships.
• Proven ability to advise clients in the private client sector, particularly those with complex financial needs.
• Certified Public Accountant (CPA) designation, or active pursuit of CPA licensure.
• Advanced technical tax expertise and a comprehensive understanding of accounting principles, including the interpretation of complex financial statements.

Responsibilities

• Prepare and review trust, estate, gift, fiduciary, and individual income tax returns for high-net-worth clients and families.
• Collaborate with firm leadership and peers to address complex tax issues and deliver client-focused solutions.
• Stay current with evolving tax laws and regulations, ensuring compliance and optimal outcomes for clients.
• Provide expert guidance and strategic advice to clients regarding trust, estate, and gift tax matters.
• Contribute to a collaborative team environment and mentor junior staff as needed.

Benefits

• Covered Health Insurance for Employees
• Flexible Paid Time Off (PTO)
• 36-hour/4-day work weeks during the slower times of the year for tax and audit professionals
• Dental, Vision, and Disability Insurance
• Automatic employer 401(k) Contribution
• Relocation assistance
• Parental Leave
• Opportunities to work a flexible schedule

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed