Senior Trust and Estate Tax Accountant

We exist to provide solutions and create value through our professional services for businesses, individuals, and nonprofits in our community. Our Purpose, Vision, and Mission statements aim to utilize our expertise and entrepreneurial spirit to make a positive difference for our clients and our community.

Requirements

• Prepare and review fiduciary income tax returns
• Prepare and review complex estate tax returns and related schedules
• Prepare and review complex gift tax returns and related schedules
• Research and stay up-to-date on federal and state estate tax laws and regulations
• Advise clients on estate planning strategies to minimize estate tax liability
• Collaborate with attorneys and other professionals involved in estate planning
• Train and mentor junior staff members
• Manager probate and other estate administration processes

Benefits

• Career growth opportunities
• Competitive salary compensation based on experience
• Paid holidays
• Paid time off
• 401(k) and profit sharing plan
• Medical
• Dental
• Vision
• HSA
• FSA
• Life insurance
• Parental leave