Trust and Estate Tax Manager/Director

Innovative CPA Group • Ridgefield, CT

4d

About The Position

The Innovative CPA Group is seeking a Trust and Estate Tax Manager/Director to join its CPA firm. The employee-centric firm is composed of experienced tax and accounting professionals and emphasizes empowerment, accountability, broad expertise, and using current technology to streamline workflow and improve client service. The role has partnership-track potential.

The position manages, prepares, and reviews complex estate, trust, and gift tax returns; conducts tax and accounting research; supports complex estate and trust administration; and drafts and reviews responses to tax notices. Offices are located in Shelton, Hamden, Bethel, Ridgefield, and Norwalk, Connecticut. A hybrid schedule may be available.

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 and 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 handle complex estate and trust administration, including probate filings, probate accountings, and review of 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 available 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: Manager