Senior Tax Accountant Trust and Estates

Overview:

Key Responsibilities:

• Manage the preparation and review of complex trust and estate tax returns
• Provide tax planning and consulting services for trust and estate clients
• Conduct comprehensive tax research and analysis on trust and estate tax issues
• Review fiduciary accounting and financial statements for trusts and estates
• Collaborate with clients attorneys and financial advisors to address tax and accounting matters
• Ensure compliance with federal and state tax laws and regulations
• Assist with trust and estate administration and distribution matters
• Support the development of tax strategies to minimize tax liabilities for trusts and estates
• Provide guidance on tax implications of estate planning and wealth transfer strategies
• Participate in client meetings and effectively communicate taxrelated insights
• Assist with IRS and state tax authority audits and inquiries related to trusts and estates
• Stay updated on changes in tax laws and regulations affecting trusts and estates
• Contribute to the development and enhancement of tax processes and procedures
• Keep accurate and detailed workpaper documentation for tax filings and planning
• Collaborate with team members and contribute to a positive and productive work environment

Required Qualifications:

• Bachelors degree in Accounting Finance or related field
• Certified Public Accountant (CPA) designation
• 5 years of experience in trust and estate tax accounting
• Proficient knowledge of tax laws and regulations related to trusts and estates
• Experience with complex trust and estate tax returns and planning
• Strong understanding of fiduciary accounting and financial reporting
• Excellent analytical and problemsolving skills
• Ability to effectively communicate and collaborate with clients and colleagues
• Detailoriented with a strong commitment to accuracy and quality
• Ability to prioritize and manage multiple assignments while meeting deadlines
• Proficiency in tax software and Microsoft Excel
• Knowledge of estate planning and wealth transfer principles
• Familiarity with IRS and state tax authority audit processes
• Commitment to maintaining confidentiality and ethical standards in client matters
• Continuous learning and professional development mindset

estate planning,financial analysis,regulatory compliance,tax,accounting