Position Summary :
Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying.
THE FOCUS IS YOU :
We are looking for a Tax Senior Accountant in the Estate, Gift, and Trust Practice in the Great Lakes Region.
The Estate, Gift and Trust Senior will primarily focus on trust, estate, gift, private foundation, and personal tax compliance for clients.
The senior will simultaneously conduct multiple engagements while maintaining contact with clients. The senior will display technical and communication skills, and judgement essential for dealing with clients.
WHAT YOU WILL DO :
Regular duties include (but are not limited to) :
- Preparation of fiduciary income tax returns and maintenance of accounts and records for various estates and trusts.
- Coordination of Estate & Trust planning which would include the calculation of potential estate and / or gift taxes.
- Coordinating distributions to various trust beneficiaries and arranging for payment of estimated taxes.
- Advise and consult on Estate, Gift and Trust tax planning matters or proposed tax legislation in these areas with firm or client leadership.
- Consult and collaborate with attorneys, financial advisors, and other professional advisors to accomplish client goals and to represent the firm in the business community on estate and trust planning and tax preparation matters.
- Demonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures.
- Handles more complex tasks and projects within discipline / function.
- Reviews work of less experienced staff and shares knowledge to develop staff technical skills.
- Recognizes complex technical issues, evaluates facts efficiently, and uses strategic decision-making skills to assist management in solving problems.
- Demonstrates savvy and understanding of interrelationship with other departments.
WHAT WE ARE LOOKING FOR :
Experience :
- 2-5 years in relevant position.
- Public accounting or other professional services environment preferred.
- Experience with Trust Accounting, Estate / Trust Planning, and analyzing estate / trust documents.
- Experience with ProSystem FH and Engagement preferred.
- Experience with providing comprehensive tax services to a diverse client base.
- Experience with preparing complex estate / trust / gift tax returns.
Education :
Minimum Bachelor’s degree or equivalent technology experience.
License / Certification :
- Enrolled Agent or CPA preferred, but not required.
- Must maintain required CPE credits annually if a licensed CPA.
Legal / Compliance :
- Must complete acknowledgment of Independence Guidelines and Ethical Standards document.
- Governmental engagements require the ability to obtain a security clearance from the United States government.
WHAT WE OFFER :
- Great Culture Team-like culture of a small office with the benefits of a large firm.
- Competitive Compensation Based on the role, credentials, and experience.
- Comprehensive Benefits We offer group health insurance, dental, vision, 401K, PTO.
J-18808-Ljbffr
Tax Staff Accountant - Estate, Gift, and Trust Team
The Estate, Gift and Trust Staff will work closely with senior staff to focus on trust, estate, gift, private foundation, and personal tax compliance for clients. We are looking for a Tax Staff Accountant in the Estate, Gift, and Trust Practice in the Great Lakes Region. The Staff will display techn...
Senior Tax Accountant
Preparation of returns for partnership, corporate, and individual internal tax clients, including federal, foreign, state and local tax returns, estimated payments and extensions. Strong interpersonal and communication skills required to promote positive working relationships and explain/interpret t...
Tax Senior Associate
Responsibilities Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly (BT) as a Federal Tax Senior Associate! This is a great op...
State and Local Tax (SALT) - Intern (2026)
Providing tax consulting services specific to state and local taxes, including income, franchise, sales and use, gross receipts and personal property taxes. Preparing tax returns such as state and local income and franchise tax returns. Writing internal and external tax alerts on current tax develop...
Tax Senior, Core Tax Services
The Tax Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accru...
Seasonal Tax Preparer - Entry Level and Experienced
Preparers will receive ongoing mentorship and support to develop tax preparation skills and grow their book of business. Experienced preparers will leverage their knowledge to complete more complex returns, including individual, trust, and partnership tax filings. Strong understanding of tax laws, a...
Tax Senior, Core Tax Services-Partnership
The Tax Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accru...
Seasonal Tax Preparer & Customer Support - Remote
Qualifications Minimum of two (2) seasons of professional tax preparation experience, with a minimum of 30 tax returns prepared Prior tax preparation experience in a tax practice or retail setting PTIN is required College degree a plus, but not required Knowledge of tax laws, tax concepts and famili...
Tax Senior
This stable and growing firm offers clients valuable knowledge and expertise in tax. Prepare and review tax returns, including research, planning, and projections. Oversee and perform tax compliance for individual and businesses. Plan and schedule tax engagements. ...
National Tax Office & Transactional Specialist - Entry Level (2025)
Assisting with National Tax Office functions, such as writing internal and external tax alerts on current tax developments and emerging planning techniques. Researching complex tax issues and write technical memorandum. Deepen knowledge in tax and tax consulting through exposure to both service line...