Job description

Hi, For more detail call Ben (469)718-2560

Essential Responsibilities:

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

What You'll Bring:

• 7+ years of experience with estate and trust administration.
• Bachelor’s or Master’s Degree in Accounting or relevant field required.
• CPA license is a plus.
• Experience with CCH programs is a plus.
• Knowledge of QuickBooks, Microsoft Office Programs, etc.
• Professional and effective oral and written communication skills and interpersonal abilities.
• Strong leadership skills with the ability to work well within a team environment.
• Integrity, accountability, and confidentiality.
• Excellent analytical, organizational skills, and attention to detail.
• Positive attitude, strong work ethic, and collaborative spirit.

Job Type: Full-time

Salary: $120,762.68 - $170,293.71 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Vision insurance

Experience level:

• 7 years

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Stamford, CT 06902: Reliably commute or planning to relocate before starting work (Required)

Experience:

• estate and trust administration: 5 years (Required)
• Tax accounting: 5 years (Required)

License/Certification:

• CPA (Required)

Work Location: One location

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