Accountant/CPA - Trust & Estate

3 weeks ago


Wichita, United States CareerBuilder Full time

Job Description

Position Title Accountant/CPA--Trust and Estate

FLSA Status Non-Exempt

Position Summary:

The accountant/CPA position requires independent judgment to plan, prioritize and organize diverse workloads. Must be a critical-thinker and have the ability to problem solve.

Individuals in this position will have direct contact with clients, therefore must have the ability to maintain positive client relationships and customer service. Good communication, both verbal and written, is essential in this position.

Essential Duties and Responsibilities:

Coordinating tax compliance and planning responsibilities for our multistate environment
Maintaining visibility in the Estate and Trust community
Maintaining existing business relationships and cultivating new ones
Maintaining relationships with and advise clients in Estate and Trust matters
Perform extensive tax compliance, research, consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate tax
Experience providing gift and estate planning strategies to high-net-worth clients
Experience in working with estate tax, gift tax and fiduciary income tax returns
Knowledge of fiduciary accounting concepts
Technical expertise in relevant areas
Ability to provide seamless, integrated services to clients
Strong project management skills
Excellent written and verbal communication skills
Good interpersonal skills with attorneys and staff at all levels of the firm
Self-starter, highly organized and motivated
Ability to work 9 hour daily schedule M-Th with day on Fridays, overtime as needed, and maintain an acceptable level of attendance and punctuality.
Ability to communicate critical information by conveying the information clearly, accurately, honestly and concisely in accordance with company and practice area policies and procedures.
Requirements:

Bachelors or Masters degree in Accounting or related field required
Minimum 3 to 5 years of experience with a public accounting and/or professional services firm or law firm
CPA required
MST, a plus
Prefer Valuation Certification
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential duties, responsibilities or requirements.

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