Tax Director - Trusts & Estates

This Jobot Job is hosted by: Zach Allison

Are you a fit? Easy Apply now by clicking the "Apply Now" button
and sending us your resume.

Salary: $200,000 - $250,000 per year

We have partnered with a mid-sized CPA firm looking to hire a Tax Director with Trust & Estate experience to join their team. You'll work on fiduciary income tax returns and be involved in preparing business and individual returns as well. This role includes managing client relationships and guiding staff accountants on engagements, especially in fiduciary-related situations.

• Hybrid work schedule
• 4+ weeks of PTO
• 401(k) plan with company match.
• Paid continuing education
• 100% paid health, dental, & vision insurance
• And more!

Responsibilities:

• Expertise in gift, estate, and fiduciary tax issues, with strong research and documentation skills.
• Preparation and review of fiduciary, gift, estate, individual, and business tax returns.
• Fiduciary accounting for estates and trusts.
• Tax planning and consulting for high-net-worth clients.

Minimum qualifications to be considered:

• Bachelor's in Accounting, Finance, or related field
• Active CPA certification
• 8+ years of public accounting experience
• In-depth expertise in Trust & Estate taxation

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