Senior Tax - Trusts and Estates
POSITION SUMMARY
Our firm is currently assisting a CPA Firm in Orange County area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates / Fiduciary Tax Senior position.
- The Trust & Estates Tax Senior will assume full responsibility for directing multiple engagements; review estate fiduciary income tax returns, along with the decedent's final individual tax return;
- review trust fiduciary income tax returns and individual income tax returns; analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes;
develop postmortem tax-saving strategies for the estate accounts; and provide oversight and direction to a team of tax specialists in the delivery of tax services.
Qualifications
CPA certification
Recent Public Accounting experience.
Expert knowledge in the preparation of trusts, estate, gift tax returns and trust accounting.
Minimum of 3 years’ experience in the preparation and review of fiduciary income tax returns. 5 years or more preferred.
Experience with Partnerships and S Corporations preferred
Prior client management experience.
Other Information :
Tax Senior - Trusts and Estates
The Trust & Estates Tax Senior will assume full responsibility for directing multiple engagements; review estate fiduciary income tax returns, along with the decedent's final individual tax return; review trust fiduciary income tax returns and individual income tax returns; analyze estate planning d...
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