Senior Tax Accountant
1 month ago
Segrera Associates is partnering with a Trusts & Estates firm that seeking a skilled Senior Tax Accountant with experience in tax preparation, particularly estate tax preparation, guardianship accounting, and trust accountings. This Senior Tax Accountant position is ideal for someone passionate about the intricacies of trusts and estates, with a focus on delivering excellent service to our clients during significant life events.
Key Responsibilities:
- Tax Preparation: Prepare and file estate tax returns, fiduciary income tax returns, and other related filings in a timely and accurate manner.
- Trust & Estate Accountings: Manage comprehensive accountings for estates and trusts, ensuring all assets, liabilities, income, and expenses are accurately documented and reported.
- Guardianship Accountings: Prepare and maintain guardianship accountings, ensuring compliance with court-mandated requirements and regulations.
- Financial Reporting: Generate regular reports that reflect the financial status of estates, trusts, and guardianships for both internal use and client meetings.
- Client Collaboration: Collaborate with attorneys, beneficiaries, trustees, and other stakeholders to provide clear, concise financial information related to estate planning and trust administration.
Qualifications:
- A few years of hands-on experience in tax preparation, especially in the area of trusts and estates.
- Experience with estate tax filings, fiduciary income tax returns, trust accountings, and guardianship accountings is essential.
- A CPA license is a plus but not required. Candidates actively working towards their CPA or with equivalent experience are encouraged to apply.
- Strong understanding of accounting principles, with a focus on estate and trust law.
- Proficiency in tax software and Microsoft Office Suite.
- Detail-oriented, with strong organizational and analytical skills.
Ideal Candidate:
- Recently licensed CPA or a candidate currently pursuing CPA certification.
- A self-starter who can work independently and as part of a collaborative team.
- Prior experience in estate planning, probate, or working directly with trusts is highly valued.
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