
Senior Professional: Tax and Estate Services
24 hours ago
We are seeking a Tax Senior Associate to join our organization.
Job SummaryThe 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.
- 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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