Trust and Estate Tax Manager/Director
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 comprised of experienced tax and accounting professionals and emphasizes empowerment, accountability, broad expertise, and the use of current technology to streamline workflows and improve client service. This position offers potential for a partnership track. The role manages, prepares, and reviews complex estate, trust, and gift tax returns; performs tax and accounting research; supports complex estate and trust administration; and drafts and reviews 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 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.
- 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 available 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
Manager
