Tax Senior Associate - Gift Trust and Estate
About The Position
As a Tax Senior Associate you will be responsible for working with clients to assist them with the transition of wealth from one generation to the next. A typical day as a Tax Senior Associate might include the following: Preparing fiduciary, estate, and gift tax returns by required deadlines. Working with the tax and wealth transition team to ensure the various components of the tax process are performed. Working with the national Wealth Transition Services team on various projects. Working with clients to ensure relevant tax-related information is gathered so that an accurate tax return can be prepared. Looking at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied. Attending professional development and training seminars on a regular basis. Effectively interacting with all levels of staff, clients, and other external business contacts.
Requirements
- Good communication skills, both written and verbal.
- Multi-tasking skills and ability to meet deadlines.
- Ability to keep up-to-date on the ever-changing tax industry's regulations and policies.
- Problem-solving skills and ability to notice issues while bringing solutions to the table.
- Bachelor’s degree in Accounting.
- Active CPA license (or pursuing one).
- 3 or more years of experience in public accounting tax work including experience with gift, trust and estate tax returns.
- Must be authorized to work in the United States now or in the future without visa sponsorship.
Responsibilities
- Preparing fiduciary, estate, and gift tax returns by required deadlines.
- Working with the tax and wealth transition team to ensure the various components of the tax process are performed.
- Working with the national Wealth Transition Services team on various projects.
- Working with clients to ensure relevant tax-related information is gathered so that an accurate tax return can be prepared.
- Looking at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied.
- Attending professional development and training seminars on a regular basis.
- Effectively interacting with all levels of staff, clients, and other external business contacts.
Benefits
- Generous paid time off
- Comprehensive medical, dental, and vision insurance
- 401(k) profit sharing
- Life and disability insurance
- Lifestyle spending account
- Certification incentives
- Education assistance
- Referral program
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What This Job Offers
Job Type
Full-time
Career Level
Senior
