Senior Fiduciary Tax Specialist

Fast growing firm looking for a Senior Fiduciary Tax Specialist.

This Jobot Job is hosted by: Ben Glover
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $95,000 - $130,000 per year

A bit about us:

Are you passionate about tax laws and regulation, and have a knack for fiduciary tax preparation and planning? We are seeking a seasoned Senior Fiduciary Tax Specialist to join our clients dynamic finance team. This is an exciting opportunity for an experienced professional to showcase their expertise in fiduciary taxation, specifically focusing on estates, gifts, and trusts. The ideal candidate will be tasked with preparing and reviewing various tax forms and will offer strategic tax planning advice to our clients. This role offers a unique chance to work in an engaging and challenging environment where innovation and forward-thinking are encouraged.

Why join us?

Responsibilities:

• Prepare and review fiduciary tax returns, including Forms 1041, 706, and 709.
• Provide strategic tax planning advice related to estates, gifts, and trusts.
• Analyze and interpret tax regulations, staying updated on current tax laws and industry trends.
• Collaborate with team members to ensure accurate and timely tax preparation.
• Consult with clients to address their tax-related concerns and queries.
• Implement tax strategies to optimize client's tax positions and ensure compliance with tax regulations.
• Maintain accurate and up-to-date records of all fiduciary tax activities.
• Assist in the training and development of junior staff members.

Job Details

Qualifications:

• Minimum of 5 years of experience in fiduciary tax preparation and planning, with a focus on estates, gifts, and trusts.
• Proficient in preparing and reviewing Forms 1041, 706, and 709.
• Advanced knowledge of fiduciary taxation and related tax laws and regulations.
• Exceptional analytical and problem-solving skills.
• Strong verbal and written communication skills.
• Ability to work effectively in a team and independently.
• Detail-oriented with a high level of accuracy.
• Excellent time management skills, with the ability to meet tight deadlines.
• Proven track record of maintaining client confidentiality and handling sensitive information.
• Bachelor's degree in Accounting, Finance, or related field. A Master's degree or CPA certification is a plus.

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