
Fiduciary Income Tax Return Specialist
5 days ago
Are you passionate about delivering high-quality tax solutions? Do you have expertise in fiduciary income tax returns and estate planning?
- We are seeking a seasoned professional to join our team as an Estate Tax Specialist. In this role, you will be responsible for preparing, reviewing, and analyzing fiduciary income tax returns for administrative trusts and estates.
- You will work closely with our team to manage a book of business and supervise the production of tax return preparation by associate tax preparers.
- Utilizing cutting-edge technologies, you will provide exceptional client service delivery and communicate proactively with management regarding potential issues.
As an Estate Tax Specialist, you will require:
- A minimum of three years of recent public accounting experience or working with income tax returns for administrative trusts and estates.
- Bachelor's and/or Master's degree from an accredited college or university in a relevant field such as accounting, finance, taxation, mathematics, economics, information technology, data analytics, engineering, or related fields.
- Must have or be pursuing state-specific education requirements to be a licensed Certified Public Accountant (CPA) or Enrolled Agent (EA).
- Excellent communication, time management, and leadership skills.
In addition to your technical expertise, we offer a comprehensive benefits package designed to support your success and well-being.
Benefits Overview- Comprehensive medical and dental plans
- Vision coverage
- Disability and life insurance
- Premium suite of personal well-being benefits
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