The ideal candidate will be responsible the planning, prep and review of Fiduciary Income Tax Returns and maintaining the tax records of the trust.
Responsibilities
- Review / prepare annual tax reporting forms required by the trusts.
- Review & prepare tax return extensions and estimated tax payments.
- Support clients and third party services such as CPA's and legal counselors.
- Research and prepare tax memorandums supporting material tex positions.
- Prepare for and lead tax audits
Qualifications
- Bachelor's degree or equivalent experience in Accounting or Finance
- 10+ years' of experience of professional tax experience
- Strong communication and analytical skills