Tax Senior (Trusts)

This Jobot Job is hosted by: Kevin Shilney

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Salary: $80,000 - $110,000 per year

As a Tax Senior specializing in Trusts at our Scottsdale-based public accounting firm, you will play a crucial role in providing comprehensive tax services to a diverse range of clients. Your expertise in trust taxation will be pivotal in guiding our clients through complex tax planning and compliance.

• Career Growth: Significant opportunities for professional growth and advancement.
• Comprehensive Benefits: Enjoy 100% paid dental, medical, and vision insurance.
• Work-Life Balance: Take Fridays off in May, June, and July, and relish in our extensive PTO offerings.
• Financial Security: Benefit from a 401k match up to 4%.
• Flexible Work Arrangements: Thrive in a hybrid or remote work environment that allows for optimal work-life integration.

Key Responsibilities:

• Trust Tax Compliance and Planning: Prepare and review complex trust tax returns, ensuring compliance with state and federal regulations. Provide strategic tax planning advice to clients, focusing on trust-related issues.
• Client Consultation: Work closely with clients to understand their unique financial situations and provide tailored tax solutions. Build and maintain strong client relationships through exceptional service and communication.
• Research and Analysis: Stay updated on current tax laws and regulations related to trusts. Conduct thorough research and analysis to support tax planning and compliance efforts.
• Team Collaboration: Collaborate with other tax professionals in the firm to ensure integrated service delivery. Mentor junior staff and contribute to their professional development.
• Risk Management: Identify and mitigate tax-related risks associated with trust structures. Ensure adherence to professional standards and firm policies.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA license or working towards obtaining it.
• Minimum of 3-5 years of experience in public accounting, with a focus on trust taxation.
• Strong knowledge of federal and state tax laws related to trusts.
• Excellent analytical, organizational, and communication skills.
• Proficiency in tax preparation software and Microsoft Office Suite.
• This role offers a challenging and rewarding opportunity to deepen your expertise in trust taxation and contribute significantly to our client's financial success. Join our team and leverage your skills in a dynamic and supportive environment.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.