Trust and Estate Tax Director

Innovative CPA Group LLC • Ridgefield, CT

6d • $100,000 - $200,000 • Hybrid

About The Position

The Innovative CPA Group is hiring a Trust and Estate Tax Director to join its CPA firm. The employee-centric firm comprises experienced tax and accounting professionals and emphasizes empowerment, accountability, broad expertise, and the use of current technology to streamline workflows and improve client service. The role has potential for a partnership track. Offices are located in Shelton, Hamden, Bethel, Ridgefield, and Norwalk, Connecticut. The position may offer a hybrid schedule and flexible work hours.

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 the 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.
• Conduct 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/spouse coverage is at employee cost.
• Four weeks of vacation.
• Onsite gym membership at the Shelton location.
• Great work environment.
• Flexible work hours.
• Opportunity for a hybrid schedule.
• Business casual attire.

What This Job Offers

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