Tax Senior (Estate & Trust)

Ascend Partner Firms•Pasadena, TX

1d•Onsite

About The Position

Lucas Horsfall is seeking a Tax Senior to join their team. This role involves preparing estate and trust tax returns, utilizing strong project management, analytical, interpersonal, and communication skills. The position also includes training and supervising staff, conducting tax research, and advising on tax matters. The firm emphasizes a team-oriented, quality-focused, and friendly working environment with excellent customer relations.

Requirements

Bachelor's degree in accounting, finance, or related field
3+ years of experience preparing and/or reviewing forms 706, 709, and/or 1041
Must be working towards becoming a licensed Certified Public Accountant
Minimum of two years of accounting experience with individual and partnership tax returns.
Excellent project management, analytical, interpersonal, and communication skills
Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
A strong desire toward career advancement and goal toward future firm ownership

Nice To Haves

Consultative/Advising Experience within Public Accounting
Knowledge of CCH Axcess Tax and Lacerte

Responsibilities

Prepares estate and trust tax returns by collecting, analyzing, and formatting financial information.
Complies with federal, state, and local requirements by studying regulations; enforcing adherence to requirements; advising management on needed actions; communicating with attorneys, tax specialists and company transfer agent to ensure timely tax reporting requirements.
Maintains professional and technical knowledge by attending educational workshops or classes, reviewing professional publications, establishing personal networks, and participating in professional societies.
Contributes to team effort by accomplishing related results as needed, including special projects.
Train and develop staff.
Prioritize and manage multiple projects and deadlines.
Communicate effectively with all levels of the firm as well as clients.