Regal Executive Search
Tax Senior - Trusts and Estates
Regal Executive Search, Irvine, California, United States, 92713
Job Description
Senior Tax - Trusts and EstatesPOSITION SUMMARYOur firm is currently assisting a CPA Firm in the Orange County area to identify an expert in the preparation of trusts, estate, gift tax returns, and trust accounting for a Trust & Estates/Fiduciary Tax Senior position.The Trust & Estates Tax Senior will assume full responsibility for directing multiple engagements; review estate fiduciary income tax returns, along with the decedent's final individual tax return; review trust fiduciary income tax returns and individual income tax returns; analyze estate planning documents including wills, codicils, and trust instruments to determine the proper treatment of assets and liabilities for tax purposes; develop postmortem tax-saving strategies for the estate accounts; and provide oversight and direction to a team of tax specialists in the delivery of tax services.QualificationsCPA certificationRecent Public Accounting experienceExpert knowledge in the preparation of trusts, estate, gift tax returns, and trust accountingMinimum of 3 years’ experience in the preparation and review of fiduciary income tax returns; 5 years or more preferredExperience with Partnerships and S Corporations preferredPrior client management experienceOther Information:Equal opportunity employer. To apply, send resume in word format with current salary for review and immediate interview.
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Senior Tax - Trusts and EstatesPOSITION SUMMARYOur firm is currently assisting a CPA Firm in the Orange County area to identify an expert in the preparation of trusts, estate, gift tax returns, and trust accounting for a Trust & Estates/Fiduciary Tax Senior position.The Trust & Estates Tax Senior will assume full responsibility for directing multiple engagements; review estate fiduciary income tax returns, along with the decedent's final individual tax return; review trust fiduciary income tax returns and individual income tax returns; analyze estate planning documents including wills, codicils, and trust instruments to determine the proper treatment of assets and liabilities for tax purposes; develop postmortem tax-saving strategies for the estate accounts; and provide oversight and direction to a team of tax specialists in the delivery of tax services.QualificationsCPA certificationRecent Public Accounting experienceExpert knowledge in the preparation of trusts, estate, gift tax returns, and trust accountingMinimum of 3 years’ experience in the preparation and review of fiduciary income tax returns; 5 years or more preferredExperience with Partnerships and S Corporations preferredPrior client management experienceOther Information:Equal opportunity employer. To apply, send resume in word format with current salary for review and immediate interview.
#J-18808-Ljbffr