Senior Professional: Tax and Estate Services

24 hours ago


Peshawar City Tehsil, Pakistan beBeeTax Full time $66,900 - $122,200

We are seeking a Tax Senior Associate to join our organization.

Job Summary

The ideal candidate will have experience in preparing and reviewing fiduciary income tax returns for administrative trusts and estates.

Main Responsibilities
  • Prepare, review, and analyze 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, and other relevant forms.
  • Manage a portfolio of clients and/or supervise the production of tax return preparation by junior tax professionals.
  • Utilize Thomson Reuters OneSource Trust Tax platform and other cutting-edge technologies for client service delivery.
  • Communicate proactively with management regarding potential issues and contribute to the resolution before escalation.
  • Respond to inquiries from the IRS and other taxing authorities.
Qualifications
  • Minimum three years of recent public accounting experience or experience working with income tax returns for administrative trusts and estates.
  • Bachelor's and/or Master's degree from an accredited institution in business, accounting, finance, taxation, mathematics, economics, information technology, data and analytics, engineering (financial, industrial or systems) or related fields.
  • Must have or be pursuing state-specific education requirements to be a licensed Certified Public Accountant (CPA) or Enrolled Agent (EA).
  • Experience using Thomson Reuters OneSource Trust Tax platform and knowledge of the Internal Revenue Code as it relates to trusts and estates.
  • Excellent communication, time management, and leadership skills, with the ability to independently manage assigned account load.

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