Tax Accountant

Job Description

Job Description

This role involves supporting attorneys in administering complex estates and trusts, including preparing court documents, accountings, and distribution plans. Responsibilities include analyzing tax information, identifying issues, and preparing tax planning models and projections. The position requires preparing various tax returns (fiduciary, estate, gift, GST, individual, and related entities), responding to tax notices, and assisting with audits. Additionally, the role involves direct client engagement and may include other duties as needed.

Qualifications :

• Bachelor's degree, paralegal certification, or equivalent (CPA, Masters in Tax, or Enrolled Agent considered).
• Experience in Tax experience compliance or trusts and estates within a law firm, financial institution, family office, or accounting firm.
• Strong knowledge of estate / trust administration, estate planning, and tax compliance (estate, gift, GST, fiduciary, and individual income taxes).
• Excellent communication, time management, analytical, and organizational skills.
• Ability to work independently and collaboratively, with strong client service skills, including experience with high-net-worth individuals.

This position is hybrid after training, offering one day from home weekly. Job#5575JV