Trust and Estate Tax Director
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 and a culture of empowerment, accountability, and broad expertise. It uses technology to streamline workflows and improve client service. The role has partnership-track potential. 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 tax notices from federal and state agencies.
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.
- Understand and support complex estate and trust administration, including probate filings, probate accountings, and review of federal and state estate tax returns.
- Draft and review responses to tax 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.
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What This Job Offers
Job Type
Full-time
Career Level
Director
