Tax and Estate Senior Associate

1 week ago

Orange, California, United States Lindquist LLP Full time
About the Role

We are seeking a highly skilled Tax and Estate Senior Associate to join our team at Lindquist LLP. As a key member of our tax department, you will play a critical role in providing exceptional tax planning and consulting services to our high net worth clients.

Key Responsibilities
  • Prepare and review complex gift, estate, and fiduciary income tax returns, including related schedules and forms
  • Prepare and review fiduciary accountings for estates and trusts
  • Provide tax planning and consulting to our firm's high net worth clients for estate and individual income taxes
  • Research and consult on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues
  • Identify additional estate and income tax planning opportunities for clients
  • Oversee billing and collections of clients
  • Manage, coach, and mentor staff, seniors, and supervisors
  • Research and draft memorandum involving complex tax matters
  • Identify and implement tax planning opportunities
  • Oversee complete tax research projects for a variety of clients and diverse industries
  • Manage multiple engagements concurrently with various teams to efficiently meet client deadlines
  • Conduct constructive discussions with team members on their evaluations and provide counsel accordingly
  • Serve in professional development programs as an instructor or discussion leader
Requirements
  • Bachelor's degree in accounting and CPA license, JD or a Masters of Science in Taxation
  • 3+ years of prior experience working in the tax department of a public accounting, with experience leading multiple engagements and supervising staff, and an emphasis on Gift, Estate, and Trust knowledge
  • Excellent analytical and technical tax skills
  • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
  • Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment
  • Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management
  • Excellent analytical, organizational, project management skills, and strong attention to detail

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