Senior Tax Associate (Individual Estate Trust)

Job Duties and Responsibilities

The pay rate range for this role is $90,000 - $100,000 Annually.

Prepare and detail review of individual, trusts, and estates tax returns; some knowledge of entity returns, corporation, partnership, and nonprofit returns.

Prepare more complex trusts, estate, and gift tax returns.

Preparation of the more complex individual tax returns, and returns with multi-state, and international issues.

Assists with year-end tax planning and quarterly estimates; Assists with year-end projections for high-net-worth individuals.

Respond to inquiries from the Internal Revenue Service (IRS), Franchise Tax Board (FTB) and other tax authorities, and Interface with tax authorities to assist with gathering information for local, state, and federal tax audits.

Provide oversight, training and support to interns and staff, and promote open communication to their manager and partner.

Participate in tax research projects on a variety of tax issues and assists with training on various related topics.

Proactively manage project deadlines to ensure delivery of work product based on client and management team expectations and statutory deadlines. Openly communicate with managers, and partners about the status and progress of tasks and projects.

Continue to develop, maintain, and improve knowledge of local, state, and federal tax rules, regulations, and guidance.

Qualifications

Qualifications

• 5-7 years of relevant experience in public accounting or a combination of individual finance or wealth management experience and public accounting experience, required.

• EA required or CPA Certification preferred.

• Clear, concise, and professional verbal and written communication skills.

• Strong organizational skills, detail-oriented and can handle a fast-paced work environment.

• Ability to work independently and prioritize duties with minimal supervision to meet deadlines.

• Knowledge of Microsoft Office Suite, including Outlook, Word, and Excel.

• Experience with accounting software packages - QuickBooks, CCH ProSystem Engagement, CCH Axcess Tax, CCH Axcess Document and CCH Axcess Workstream, a plus.