Trust Tax Accountant

2 months ago


Milwaukee, United States Connect Search, LLC Full time

The Trust Tax Accountant is responsible for managing the tax obligations of trust accounts, ensuring compliance with all relevant tax laws and regulations. This role involves preparing and filing tax returns, conducting tax research, and providing strategic tax planning advice to optimize trust tax positions.


Key Responsibilities:


  • Prepare and file federal, state, and local tax returns for various types of trusts.
  • Perform detailed tax research and stay updated on current tax laws and regulations affecting trusts.
  • Analyze trust documents to ensure proper tax treatment and compliance.
  • Provide strategic tax planning advice to minimize tax liabilities and maximize benefits for trust beneficiaries.
  • Collaborate with attorneys, financial advisors, and other professionals to ensure comprehensive trust administration.
  • Respond to tax notices and manage tax audits or inquiries as necessary.
  • Maintain accurate and organized tax records and documentation.


Qualifications:


  • Bachelor’s degree in Accounting, Finance, or a related field; CPA, EA, or relevant certification preferred.
  • Minimum of 3-5+ years of experience in tax accounting, with a focus on trust taxation.
  • Proficiency in tax preparation software and Microsoft Office Suite.


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