
Tax Professional
1 day ago
- Preparation and Review of Tax Returns:
- Prepare, review, and analyze fiduciary income tax returns for administrative trusts and estates.
- Ensure accuracy and compliance with relevant tax laws and regulations.
- Team Leadership and Collaboration:
- Manage a book of business and supervise the production of tax return preparation by junior tax professionals.
- Utilize cutting-edge technologies to deliver exceptional client service.
- Communication and Problem-Solving:
- Communicate proactively with management regarding potential issues and contribute to their resolution.
- Respond effectively to inquiries from taxing authorities.
Qualifications and Requirements:
- Education and Certification:
- Bachelor's or Master's degree in business, accounting, finance, taxation, mathematics, economics, information technology, data analytics, or related fields.
- Possession of state-specific education requirements to become a licensed Certified Public Accountant (CPA) or Enrolled Agent (EA).
- Experience and Skills:
- Minimum three years of recent public accounting experience working with income tax returns for administrative trusts and estates.
- Proficiency in using Thomson Reuters OneSource Trust Tax platform and intermediate knowledge of the Internal Revenue Code.
- Excellent communication, time management, and leadership skills.
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