Trust and Estate Tax Director

Innovative CPA Group • Shelton, CT

4d

About The Position

The Innovative CPA Group is seeking a Trust and Estate Tax Director to join its CPA firm. The firm describes itself as employee-centric, with experienced tax and accounting professionals, a culture of empowerment, accountability, and broad expertise, and an emphasis on using current technology to streamline workflow and improve client service. The role has potential for a partnership track.

The director will manage, prepare, and review complex estate, trust, and gift tax returns; conduct tax and accounting research; support complex estate and trust administration; and draft and review responses to federal and state tax notices. The position is associated with offices in Shelton, Hamden, Bethel, Ridgefield, and Norwalk, Connecticut.

Requirements

• At least 7 years of experience with estate and trust administration.
• Bachelor's or master's degree in accounting or a relevant field.
• Knowledge of QuickBooks and Microsoft Office programs.
• Professional and effective oral and written communication skills and interpersonal abilities.
• Strong leadership skills and ability to work well within a team environment.
• Integrity, accountability, and confidentiality.
• Excellent analytical and organizational skills, with attention to detail.
• Positive attitude, strong work ethic, and collaborative spirit.

Nice To Haves

• CPA license.
• Experience with CCH programs.

Responsibilities

• Manage, prepare, and review complex estate, trust, and gift tax returns.
• Perform tax and accounting research using research tools and communicate findings with partners and/or clients.
• Handle complex estate and trust administration, including probate filings and probate accountings, and review federal and state estate tax returns.
• Draft and review responses to notices from federal and state tax agencies.

Benefits

• Competitive compensation commensurate with experience.
• 401(k) plan with employer match.
• Paid health insurance for employees; dependent and spouse coverage is at employee cost.
• Four weeks of vacation.
• Onsite gym membership at the Shelton location.
• Flexible work hours.
• Opportunity for a hybrid schedule.
• Business casual attire.

What This Job Offers

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