Job Description
Job Description
Who We Are
Our Purpose : We exist to provide solutions and create value through our professional services for businesses, individuals, and nonprofits in our community.
Our Vision : We are committed to utilizing our position as the preeminent independent accounting and professional services firm in Central Virginia to make a positive difference for our clients and our community.
Our Mission : We will use our expertise and entrepreneurial spirit to :
- Nurture future leaders through a supportive, challenging, and enjoyable work environment
- Provide the highest quality professional services to our clients
- Utilize our outstanding team and maximize their effectiveness by promoting a healthy balance between work and daily life
- Work with clients and team members to accomplish their desired results
Responsibilities
Prepare and review fiduciary income tax returnsPrepare and review complex estate tax returns and related schedulesPrepare and review complex gift tax returns and related schedulesResearch and stay up-to-date on federal and state estate tax laws and regulationsAdvise clients on estate planning strategies to minimize estate tax liabilityCollaborate with attorneys and other professionals involved in estate planningTrain and mentor junior staff membersManager probate and other estate administration processesWhat we’re looking for
Bachelor's degree in accounting or a related fieldCPA certification required5 years of experience in estate and fiduciary tax accountingStrong understanding of estate tax laws and regulationsExcellent analytical and problem-solving skillsStrong communication and analytical skillsHighly motivated with a strong work ethic and a team playerTech-savvy with proficiency in Microsoft Office SuiteAbility to make informed decisions and stay organized with a keen attention to detailAbility to multi-task, problem-solve, and work under pressureHigh level of professionalismAbility to maintain confidentiality of client informationAbility to adapt to specialized tax and accounting softwareThe perks!
Career growth opportunitiesCompetitive salary compensation based on experiencePaid holidays and paid time offFull benefits including :401(k) and profit sharing plan
MedicalDentalVisionHSAFSALife insuranceParental leavePowered by JazzHR
OGVgRmi9sw