Senior/Supervisor Estates

3 weeks ago

Wilmington, United States Belfint, Lyons & Shuman, PA Full time
Job DescriptionJob DescriptionDescription:

BLS, one of the largest and most established certified public accounting firms in Delaware, is seeking a professional to join our Estate & Trust Practice Area. Interested individuals must have expertise and in-depth knowledge of estate and trust taxation including, gift, estate, inheritance, and other fiduciary tax issues for individuals and entities.

Requirements:
  • Preparing tax returns that include complex gift, estate, and fiduciary income for individuals and entities, including Forms 1041, 1041A, 5227, 990PF, 706, and 709
  • Providing guidance and advice on estate planning, anticipated or recent inheritance, lifetime charitable giving, and asset protection
  • Maintaining current knowledge of creating a trust and interpreting trust documents
  • Forecasting tax liability based on past and future transactions
  • Developing and maintaining relationships with client attorneys and financial advisors
  • Making inquiries to various tax authorities
  • Reviewing changes in work performed from prior years, considering changes in client's accounting procedures and making adjustments to comply with changes in tax laws or accounting pronouncements
  • Conducting tax planning and consultations with clients
  • Mentoring new staff on assignments

Other qualifications include:

  • Bachelor's degree in Accounting
  • 3-7 years public accounting experience in a tax environment
  • CPA certification or evidence of working towards certification
  • Broad tax knowledge on gift, estate, and fiduciary income tax issues
  • Ability to work independently
  • Supervisory experience and client relations skills, preferred
  • Working knowledge of ProSystems/Axcess software, Thomson Reuters Checkpoint, Microsoft Office and other programs related to tax planning, depreciation and accounting, preferred

BLS is a Fourteen-Time Winner of the News Journal's Top Workplaces Award and an independent member firm of PrimeGlobal, one of the most expansive associations of independent accounting firms in the world. We offer opportunities for growth and a diverse workload with flexible hours, competitive salary, generous signing bonuses, excellent benefits, state-of-the-art technology and continued training. Compensation will be comparable to experience and qualifications.


Flexible Schedules Available

  • Fully on site
  • Fully Remote
  • Hybrid

Only applicants of interest will be contacted.

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