Trust Tax Specialist

2 days ago

Rawalpindi Cantonment, Pakistan beBeeTax Full time $66,900 - $122,200
Tax Senior Associate, Estate and Administrative Trust

As a Tax Senior Associate, Estate and Administrative Trust, you will be responsible for preparing, reviewing, and analyzing fiduciary income tax returns for administrative trusts and estates. Your expertise will be instrumental in managing a book of business and supervising the production of tax return preparation by Associate tax preparers.

Key responsibilities include:

  • Preparing, reviewing, and analyzing fiduciary income tax returns for administrative trusts and estates, including Form 1041 for Administrative Trusts and Estate, Form 706 United States Estate (and Generation-Skipping Transfer) Tax Return, Form 706-GS(T), Generation-Skipping Transfer Tax Return for Terminations, Form 8971, Information Regarding Beneficiaries Acquiring Property From a Decedent, and Form 1040 for decedents.
  • Managing a book of business and/or supervising the production of tax return preparation by Associate tax preparers.
  • Utilizing Thomson Reuters OneSource Trust Tax platform and other cutting-edge technologies for client service delivery.
  • Communicating proactively with management regarding potential issues, contributing to the resolution before escalation and aiding in the enhancement of the team's tax technical acumen.
  • Responding to inquiries from the IRS and other taxing authorities.
  • Maintaining up-to-date knowledge on tax technical developments and data maintenance for all accounts.

To succeed in this role, you will require:

  • Minimum three years of recent public accounting and/or experience working with income tax returns for administrative trusts and estates.
  • Bachelor's and/or Master's degree from an accredited college or university in business, accounting, finance, taxation, mathematics, economics, information technology, data and analytics, engineering (financial, industrial or systems), or related fields; accounting and taxation is preferred.
  • Must have or be pursuing the state-specific education requirements to be a licensed Certified Public Accountant (CPA) or Enrolled Agent (EA) in the principal place of business; a short-term plan for completion of such educational requirements following the start date for this position is required, with completion of such educational requirements prior to the start date for this position is preferred.
  • Experience using Thomson Reuters OneSource Trust Tax platform and intermediate knowledge of the Internal Revenue Code as it relates to trusts and estates.
  • Excellent communication, time management, and leadership skills; must be a flexible and adaptable team player and resourceful in delivering high-quality work with the ability to independently manage assigned account load.
  • Currently authorized to work in the United States without the need for visa sponsorship now or in the future.

This role offers the opportunity to work with a dynamic team, leveraging cutting-edge technologies to create innovative tax solutions.

  • Tax Specialist

    1 week ago

    Rawalpindi Cantonment, Pakistan Tax Falcon Full time

    Job Title: Tax Analyst (Remote)Location: Remote (Pakistan)Company: Tax Falcon UAEJob Type: Full-Time, RemoteWe are an equal opportunity employer. However, for this position, we prefer FEMALE candidates.Company Overview:Tax Falcon is a UAE-based tax consultancy firm, fully approved by the Federal Tax Authority. We specialize in offering comprehensive tax...

  • Digital Marketing Specialist

    1 week ago

    Rawalpindi Cantonment, Pakistan Tax Falcon Full time

    Job Description: Position: Digital Marketing SpecialistLocation: Remote (Pakistan-based, Gilgit-Baltistan Preferred)Experience Level: Minimum 2 yearsCompany: Tax Falcon (An FTA-Approved Tax Agent in the UAE)Job Type: Full-time, RemotePreferred Candidate: Female candidates from Gilgit-Baltistan are highly encouraged to apply.About Tax Falcon:Tax Falcon is a...

  • Tax Compliance Professional

    5 days ago

    Rawalpindi Cantonment, Pakistan beBeeCorporate Full time 5,000,000 - 8,000,000

    Tax Specialist Job OverviewManage corporate tax compliance, including tax return preparation and filing. Ensure accuracy in financial statements to meet regulatory requirements.Prepare and review financial statements to ensure accuracy in tax filings.Scrutinize books of accounts, review tax ledgers, and perform tax audits as required.Maintain accurate...

  • Financial Operations Specialist

    2 days ago

    Rawalpindi Cantonment, Pakistan beBeeAccountant Full time 800,000 - 1,100,000

    Job Title:Financial Operations SpecialistAs a Financial Operations Specialist, you will be responsible for the preparation and review of financial reports, ensuring accuracy and compliance with accounting standards. You will also oversee accounts payable and receivable functions, manage general ledger accounts, and assist in tax compliance. Additionally, you...

  • Recruitment Specialist

    2 weeks ago

    Rawalpindi Cantonment, Pakistan Zupax Marketing Full time

    Company DescriptionZupax Marketing, renowned for its excellence in digital marketing, telemarketing, and lead generation, has been a trusted name since 2016. We provide services to clients in the USA, Canada, and the UK, powered by a dedicated team of over 400 professionals. Our seasoned experts drive our operations, making us a leading choice for...

  • Credentialing Specialist

    1 day ago

    Rawalpindi Cantonment, Pakistan AYZEL GLOBAL (PVT) LTD Full time

    Company DescriptionWelcome to Ayzel Global, your trusted partner in HR solutions and outsourcing services. With a global presence, Ayzel Global provides tailored services in domains including Marketing, Sales, Revenue Cycle Management, and Back Office Operations. Our team of seasoned professionals is dedicated to helping businesses worldwide streamline their...

  • Part-Time Financial Specialist

    1 day ago

    Rawalpindi Cantonment, Pakistan beBeeAccountant Part time £40,000 - £75,000

    Job OverviewOur organization is seeking an experienced Accountant to join our team on a part-time basis. The ideal candidate will possess a strong understanding of accounting principles, tax laws, and regulations related to R&D tax credits and investment.The successful applicant will work closely with our team to identify eligible R&D activities and...

  • Chief Financial Operations Specialist

    2 days ago

    Rawalpindi Cantonment, Pakistan beBeeTaxSpecialist Full time 900,000 - 1,200,000

    As a skilled accounting professional, you will play a crucial role in helping our clients navigate the complexities of tax and financial systems. We are an agile company offering virtual solutions to cater to the unique needs of the healthcare and technology industries.Key ResponsibilitiesPrepare accurate and timely US Individual and Business Tax Returns...

  • Taxation Expert

    2 days ago

    Rawalpindi Cantonment, Pakistan beBeeTaxation Full time 800,000 - 1,500,000

    Expert Taxation Specialist WantedWe are seeking experienced tax professionals to contribute high-quality content to our platform, reaching over 2.5 million users and 250,000 monthly visitors.Mission: Showcase expertise in taxation-related topics and help millions understand complex issues better.Vision: Establish credibility through regular contributions,...

  • Tech Talent Acquisition Specialist

    6 days ago

    Rawalpindi Cantonment, Pakistan beBeeTechnical Full time

    Tech Talent Acquisition SpecialistAs a key player in our organization's talent acquisition strategy, you will be responsible for identifying and securing top-tier technical talent. Your primary focus will be on managing the full recruitment lifecycle for technical roles, including sourcing, screening, interviewing, and onboarding candidates.Key...