Kruza Legal Search
Trust Company/CPA
Kruza Legal Search - Wilmington
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Overview
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Overview
Prestigious Trust Company in Wilmington, Delaware seeks a candidate to work closely with Director of Fiduciary Tax Compliance. This company does not prepare tax returns but prepares
tax data for third-party tax preparers. The trust company represents many high-net families. Large accounting firm candidates a good fit for this
opportunity. Salary $150,000/yr plus fabulous benefit package. This is wonderful company
that offers a very flexible Hybrid schedule. An opportunity for a nice work/lifestyle balance.
Responsibilities
- Organize and coordinate the delivery of client tax data
- Oversee the timely electronic filing of federal and state tax returns
- interaction with Trust department colleagues on a regular basis
Qualifications
- Bachelor's degree
- CPA desired
- at least 3 years 'experience as practicing accountant
- experience in dealing with high-net worth clients in a bank or private trust company
- advanced degrees a plus..MBA, JD, or LLM