Tax Senior-Estate, Gift, and Trust
About The Position
Abbott, Stringham & Lynch (ASL) is a full-service CPA firm in Silicon Valley serving closely held and middle-market companies in diverse industries. We have great clients and provide them with high quality assurance, tax, and consulting services, which in turn provides you with abundant career and growth opportunities. Our Tax Group provides a full suite of tax services, and our clients range from emerging closely held businesses to complex entities with multi-state and international filing requirements that require tax provision assistance and substantial tax consulting work. This is a great opportunity to develop your career in a firm with interesting clients, quality work, great team members and coaches, and excellent flexibility. We offer you the client work and career paths found in larger firms, with the culture, work-life balance, and friendliness of a mid-sized regional firm.
Requirements
- Bachelor’s degree in accounting, Masters in Taxation a plus
- Working towards or licensed as a CPA.
- 3+ years of experience as a tax professional
- Excellent interpersonal, verbal, and written communication skills
- Strong accounting skills required.
Nice To Haves
- Experience working with high-net-worth (HNW) individuals and family entities is highly preferred.
- Experience using CCH Axcess tax software is a plus.
Responsibilities
- Prepare complex fiduciary income tax returns, including Form 1041 and related state fiduciary income tax returns.
- Preparation of estate tax returns, i.e., Form 706, and supporting schedules, including reaching out to other professionals and/or clients as needed to gather information.
- Prepare gift tax returns, including Form 709, gift allocation schedules, GST exemption allocation reporting, and related disclosures.
- Analyze trust documents to determine tax reporting requirements.
- Assist with income distribution deduction calculations, distributable net income calculations, beneficiary reporting, and Schedule K-1 preparation.
- Assist with post-death tax compliance, including decedent final individual income tax returns, estate income tax returns, and coordination of estate administration tax matters.
- Prepare tax projections and related estimated payments.
- Research and consult with management on various client-related tax matters.
- Respond to inquiries from the IRS and other tax authorities.
- Develop and edit correspondence, memoranda, and other client deliverables as needed.
Benefits
- Comprehensive healthcare plans covered by ASL.
- Generous PTO policy
- 22+ paid holidays throughout the year
- Paid paternity/maternity leave
- Flexible hours and the ability to manage your own schedule including remote work.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
