Tax Senior Associate

1 week ago

Orange, California, United States Lindquist LLP Full time
Join Our Team as a Trust and Estate Tax Senior Associate

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

About the Role

As a Trust and Estate Tax Senior Associate, you will be responsible for:

  • Preparing and reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms
  • Preparing and reviewing fiduciary accountings for estates and trusts
  • Providing tax planning and consulting to our firm's high net worth clients for estate and individual income taxes
  • Researching and consulting on various estate, gift, and trust-related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues
  • Identifying additional estate and income tax planning opportunities for clients
  • Overseeing billing and collections of clients
  • Managing, coaching, and mentoring staff, seniors, and supervisors
  • Researching and drafting memoranda involving complex tax matters
  • Identifying and implementing tax planning opportunities
  • Overseeing complete tax research projects for a variety of clients and diverse industries
  • Managing multiple engagements concurrently with various teams to efficiently meet client deadlines
  • Conducting constructive discussions with team members on their evaluations and providing counsel accordingly
  • Serving in professional development programs as an instructor or discussion leader
Requirements

To be successful in this role, you will need:

  • Bachelor's degree in accounting and CPA license, JD or a Master's of Science in Taxation
  • 3+ years of prior experience working in the tax department of a public accounting firm, 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
What We Offer

We offer a dynamic and supportive work environment, competitive compensation and benefits package, and opportunities for professional growth and development. If you are a motivated and experienced tax professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

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