Senior Tax Associate - Trusts/Estates

Reynolds + Rowella • Ridgefield, CT

6d • Hybrid

About The Position

The Senior Tax Associate - Trusts/Estates - will play a key role in our Trust & Estate practice, supporting high-net-worth individuals and families. This role is primarily focused on trust, estate, and fiduciary tax work, while also contributing to day-to-day client interaction for individual and business tax engagements.

Requirements

• Bachelor’s degree in accounting or Master’s degree in accounting or taxation or related field
• Minimum 5 year’s accounting and tax experience with a focus and exposure to trusts and estates
• Exp. with a variety of income tax filings; e.g. trust, individual required; S-Corp/Partnership a plus
• Understanding of and sensitivity to confidential information
• Ability to meet time constraints and client deadlines
• Ability to work overtime from January - April 15 (may be in excess of 55 hours per week). Occasional overtime work required throughout the year.
• Ability to multi-task and manage a complex workload to meet reporting deadlines

Responsibilities

• Prepare complex trust, estate, fiduciary tax returns within minimal supervision.
• Assist with estate and trust planning strategies
• Research complex trust and estate tax issues and apply findings to client situations to ensure accuracy/implementation of specific tax law
• Work directly with high-net-worth individuals, family groups, advisors on trust and estate matters
• Support preparation of individual tax returns and, to a lesser extent, corporate, partnership
• Analyze financial statements and records to identify planning opportunities and reduce tax exposure
• Manage multiple client engagements simultaneously, ensuring timely and accurate delivery
• Communicate proactive with clients regarding project status, documentation requests, and planning considerations
• Collaborate with internal teams and leadership on client service strategy and engagement planning

Benefits

• Healthy Work/Life Balance – Hybrid Work Schedules
• Rewarding Working Culture – team building and volunteer events, employee-led committees
• Coaching/Mentorship Programs for our staff
• Competitive Compensation + bonuses
• 401(k) savings plan with company match
• Strong Comprehensive Benefits: Medical, Dental, Vision, Voluntary/Company Paid
• Life Insurance, short/long-term disability insurance, Medical FSA and Dependent Care
• Generous PTO Program + Paid Holiday Schedule
• Tuition/CPA exam & study materials reimbursement, including paid weekly study time
• Summer Flex Time/Hours – off Fridays
• Dress for your day policy

What This Job Offers

• Job Type: Full-time
• Career Level: Senior