Estate Tax Specialist Leader

5 days ago


Shelton, Connecticut, United States The Innovative CPA Group Full time

Located in Connecticut, The Innovative CPA Group is a rapidly growing firm seeking an Estate Tax Specialist Leader to join their team. This position has the potential for partnership.

About Us

We are an employee-centric firm comprised of experienced tax and accounting professionals who have successfully built a culture of empowerment, accountability, and expertise. We leverage the latest technology to streamline our workflow, enhancing the service we provide to our clients.

Salary & Benefits

The estimated annual salary for this role is $120,000 - $180,000, commensurate with experience. Our benefits package includes a 401(k) plan with employer match, paid health insurance, four weeks of vacation, and onsite gym membership.

Job Description

This Estate Tax Specialist Leader will manage complex estate, trust, and gift tax returns, perform tax and accounting research, and understand complex estate and trust administration, including probate filings and reviewing federal and state estate tax returns.

Duties also include drafting and reviewing responses to tax notices from various federal and state tax agencies, as well as supervising team members.

Required Skills & Qualifications

To be successful in this role, you will need at least seven years of experience with estate and trust administration, a Bachelor's or Master's degree in Accounting or a relevant field, and a CPA license. Knowledge of QuickBooks and Microsoft Office programs is also required.

You should possess strong leadership skills, effective communication abilities, and a collaborative spirit. Additionally, integrity, accountability, and confidentiality are essential qualities for this position.

Becoming Part of Our Team

If you are passionate about delivering exceptional service to our clients, you will find our work environment to be dynamic and engaging. We offer flexible work hours, a hybrid schedule option, and business casual attire.



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