Estate & Trust Senior Tax Specialist
4 weeks ago
We are a $150 Million certified public accounting and advisory firm headquartered in Troy, Michigan, with offices in Houston, Miami, Dallas, Charlotte, Tampa, Grand Rapids, Atlanta, Zurich, and London. As a Top 50 CPA firm in the nation, we are recognized for our exceptional service and expertise.
Job DescriptionWe are seeking a Senior Tax Associate to join our Domestic Tax Group in our Troy, MI office. The ideal candidate will have experience in preparing trust, estate tax, and fiduciary income tax returns in compliance with tax laws and regulations.
Responsibilities- Prepare Federal Form 706 estate tax returns, state estate or inheritance returns, and federal and state fiduciary income tax returns in compliance with tax laws and regulations.
- Collaborate with clients, estate attorneys, and internal teams to resolve tax-related issues and administration matters.
- Analyze and interpret trust documents and wills, developing knowledge about tax implications of language in documents.
- Meet time constraints and client deadlines while providing excellent client service.
- Acquire skills necessary to develop quality client relationships and participate in firm training courses to further develop technical skills.
- Assist in tax research related to trust and estate laws and contribute to developing new processes to streamline services for estate compliance and estate-related tax consulting.
- Bachelor's Degree in Accounting.
- 1-3 years of recent public accounting experience or related experience.
- CPA License preferred.
- Demonstrated technical knowledge in trust and estate tax returns.
- Excellent analytical and problem-solving skills.
- Strong written and oral communication skills.
- Ability to perform multiple engagements and meet deadlines.
- Team player with the ability to work independently.
Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, age, disability, sexual orientation, gender identity, or expression, genetic predisposition, or carrier status, veteran, marital, or any other status protected by law.
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