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Trust accountant • usa

Last updated: 5 hours ago

Senior Tax Accountant - Estate & Trust

Porte Brown LLCElk Grove Village, IL, United States
Full-time

Senior Tax Accountant With Estate And Trust Specialization.We are currently seeking a Senior Tax Accountant with a specialization in Estate and Trust to join our talented team.The Senior E & T Acco... Show more

Senior Tax Accountant - Commerce Trust

Commerce BankKansas City, MO, United States
$93,000.00–$109,000.00 yearly
Full-time

Building a career here is more than just steps on a ladder.It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken c... Show more

Trust Officer

BankWestPierre, SD, United States
Full-time

To develop and utilize knowledge and skills to effectively administer Trust relationships and promote growth of the BankWest Trust Department.Effectively utilizes time to accomplish growth and prof... Show more

Sr. Trust Accountant

1872 ConsultingPhiladelphia, PA, United States
Full-time

The Senior Trust Accountant runs the daily accounting of planned gifts, endowments, and other long term investments.Assists the Director of Trusts & Business Services daily and in annual audit.Esse... Show more

Senior Trust and Estate Tax Accountant

Hantzmon WiebelCharlottesville, VA, United States
$70,000.00–$90,000.00 yearly
Full-time

Estate And Fiduciary Tax Accountant.Our Purpose: We exist to provide solutions and create value through our professional services for businesses, individuals, and nonprofits in our community.Our Vi... Show more

Trust Officer - Estate & Trust Settlement

Raymond James FinancialSaint Petersburg, FL, United States
Full-time

Trust And Estate Settlement Administrator.Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training or certification to administer trust... Show more

Trust Accountant

AGNTRemote, United States
Remote
Full-time

Maintain and ensure accurate and complete accounting of multiple trust account transactions in accordance with state regulatory requirements.Identify and research trust account discrepancies and re... Show more

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Trust & Estate Tax Senior Accountant/Supervisor

Insero AdvisorsRochester, NY, United States
$70,000.00–$92,000.00 yearly
Full-time

Trust & Estate Tax Senior Accountant/Supervisor.We are looking for a dynamic Trust and Estate Tax professional to join our growing team.We offer tremendous growth and development opportunities to a... Show more

Accountant, Charitable Trust, Chicago, #26-26

Illinois Attorney GeneralChicago, IL, United States
Full-time

Summary of Duties and Responsibilities.Reconciles and resolves account discrepancies by investigating documentation; issuing stop payments, payments, or adjustments; collecting and analyzing accoun... Show more

Trust Officer-Trust & Estate Settlement

KeyCorpCleveland, OH, United States
$71,000.00–$125,000.00 yearly
Full-time

Location: 4900 Tiedeman Road, Brooklyn Ohio.Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary post-death of clients by providing expert trust and estate settlement administrat... Show more

Trust Officer

GpacMilwaukee, Wisconsin, United States
Full-time

This role is for a finance professional to service trusts and investments.This is a relationship-based role, where customers can span literal generations.This role can service private and corporate... Show more

Trust Specialist

Synovus FinancialMobile, AL, United States
Full-time

A Trust Specialist should demonstrate commitment to delivering distinctive service.This position will be responsible for providing a combination of general support for specific Trust Advisors and t... Show more

Trust Tax Accountant

Momentum SearchSioux Falls, SD, United States
Full-time

Fiduciary Income Tax Return Preparer.This position is primarily responsible for the preparation of fiduciary income tax returns and a smaller volume of other returns types, such as individuals, par... Show more

Senior Accountant (Trust & Estates)

Strategic EmploymentVilla Park, IL, United States
$80,000.00 yearly
Full-time

For over 100 years, we've been the go-to CPA firm for closely held businesses, high-net-worth individuals and families, and not-for-profit organizations in Chicago's western suburbs.We've stayed in... Show more

Senior Trust and Estate Tax Accountant

Hantzmon Wiebel LLPCharlottesville, VA, US
$70,000.00 yearly
Full-time
Quick Apply

We exist to provide solutions and create value through our professional services for businesses, individuals, and nonprofits in our community.We are committed to utilizing our position as the preem... Show more

Tax Staff Accountant - Estate, Gift and Trust

UHY International Ltd.Farmington, MI, United States
Full-time

As an Estate, Gift, and Trust Staff, you will contribute to delivering exceptional tax services to high-net-worth individuals, families, and their advisors.This role involves preparing and analyzin... Show more

Trust Officer

Midland States BankSt Louis, Missouri, United States, 63101
$89,950.00–$119,950.00 yearly
Full-time

At Midland States Bank, base salary is one component of our Total Rewards program.Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and ex... Show more

Trust Officer

GPACMinot, ND, United States
Full-time

This role is for a wealth or trust professional to service trusts and investments.This is a relationship-based role, where customers can span generations.This role can service private and corporate... Show more

Trust Tax Accountant I

Frost BankSan Antonio, TX, United States
Full-time

It's about taking care of people, our people.Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, th... Show more

Trust Associate

Blue TrustAlpharetta, GA, United States
Full-time

The Trust Associate is responsible for supporting Philanthropic Trust Administration within the Family Office Division.This position is responsible for the review and process of various operations ... Show more

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Senior Tax Accountant - Estate & Trust

Senior Tax Accountant - Estate & Trust

Porte Brown LLCElk Grove Village, IL, United States
2 days ago
Job type
  • Full-time
Job description

Senior Tax Accountant With Estate And Trust Specialization

We are currently seeking a Senior Tax Accountant with a specialization in Estate and Trust to join our talented team.

The Senior E & T Accountant is responsible for organizing client assignments and projects including the completion of assigned tasks and project components as well as coaching and mentoring team members in client and self-development expectations.

Duties and Responsibilities

  • Assist partners and managers in consulting with closely held business and individual clients on financial and tax planning matters.
  • Prepare tax returns, including consolidated or multi-state business returns, complex pass-through entities, and complex individuals.
  • Identify and research all aspects of estate and trust engagements, including planning, research, compliance and reporting.
  • Reading through trust agreements and wills to determine appropriate filings and estate structure.
  • Complete monthly and quarterly accounting projects at client locations
  • Demonstrate an interest in practice development.
  • Advises and coaches team members and sets example by demonstrating high energy level and enthusiasm.
  • Actively supports new initiatives.
  • Identify opportunities to improve assignment profitability and efficiency.
  • Pursues self-development opportunities.
  • Work as an effective team member to complete project components and assigned tasks.
  • Must be able to manage own work schedule.
  • Actively work to build networking, marketing and business development skills.

Requirements

Position Qualifications

  • 3+ years of current Public Accounting Experience
  • Experience preparing Form 1041 Fiduciary Income tax returns.
  • Experience preparing Form 709 Gift Tax returns.
  • Experience preparing Form 706 Estate Tax returns.
  • Experience preparing Deceased Taxpayer Income Tax returns.
  • BA/BS Degree in Accounting, Finance, or related field.
  • CPA Certification; or eligible to sit for the CPA exam.
  • Proficiency with tax software, MS Office, and working knowledge of QuickBooks.
  • Strong client rapport and project management skills
  • Strong technical knowledge and skills
  • Strong problem-solving capabilities.
  • Ability to multi-task and manage multiple projects simultaneously.
  • Organization Managing your own schedule.
  • Excellent verbal and written communication skills with ability to focus on complex financial information.

Certification, Licenses, Registrations

CPA, in progress or soon to be in progress.