We are in search of a full-time or part-time Senior Tax Accountant with experience preparing complex fiduciary income tax returns. This person will provide services to the Estate Planning/Probate Team and have some flexibility to work remotely.
Essential Duties and Responsibilities:
Utilize CCH ProSystem FX and Thomson Reuters OneSource Trust Tax to prepare federal and state fiduciary income tax returns
Prepare tax returns for trusts holding complex pass-through investments
Review and analyze tax reporting and disclosure issues, including foreign reporting requirements
Compute quarterly tax estimate payments
Manage workflow to effectively comply with filing deadlines and client expectations
Preparation of other tax forms for charitable trusts and custodial accounts
Qualifications and Education Requirements:
Bachelor’s degree in Accounting
CPA or EA preferred
Experience in preparation and/or review of federal and state income tax returns holding alternative investments
Thorough understanding of fiduciary tax law and concepts
Strong analytical, attention to detail, collaboration, and communication skills
Ability to work extensive hours during peak tax workload periods
