Tax Senior - Estate & Trust Tax

Responsibilities:

• Performs technical tax compliance and review and approval of all tax returns and governmental tax examinations of any complexity.
• Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
• Performs all task related to client service and sees that assignments are accomplished within budgeted time.
• Maintains familiarity with qualifications of all tax staff members and reviews staff assignments for appropriateness.
• Supervises tax staff and provides on-the-job training.

• Responsible for the development, coaching and training of Semi-seniors and Staff accountants.
• Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
• Participates in reviews and evaluations of the Tax Department.

Qualifications:

• At least 2-5 years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research. Must have some estate and trust tax experience.
• Minimum one (1) year experience supervising and directing work of tax preparers.
• Bachelor’s degree in accounting required, Master’s degree in taxation preferred.
• A current and valid certified public accountant’s license is preferred.