Tax Senior

3 weeks ago


Sacramento, California, United States Mazars Full time

About the Role:

Mazars USA LLP is seeking an experienced Tax Senior to join our Trust & Estates group. As a Tax Senior, you will be responsible for providing sophisticated tax planning, consulting, and compliance services surrounding fiduciary, gift, and estate tax client matters.

Key Responsibilities:

  • Responsible for the overall planning and execution of client tax engagements
  • Supervise other Tax staff assigned to Estate, Gift, and Fiduciary client tax engagements
  • Preparation of complex estate (Form 706), gift (Form 709), and fiduciary income (Form 1041), and individual income (Form 1040) tax returns, including related tax schedules and forms
  • Prepare fiduciary accounting documents
  • Research and consult on various estates, gift, fiduciary, and income tax-related issues that impact clients
  • Review trust documents, Last Will and Testaments, Buy Sell agreements, and other estate planning documents
  • Ensure timely filing of all client-related tax returns and documents
  • Respond to federal and state tax notices that impact clients, and represent clients in any potential tax audit
  • Provide tax planning and consultation to high net worth clients for their estate and individual income taxes
  • Identify additional tax planning opportunities that are beneficial for clients
  • Communicate openly and keep firm partners and managers aware of the progress on the engagement
  • Stay current on technical and industry developments and standards while evaluating potential impact on clients' estate plan, succession plan, and financial situation

Requirements:

  • Bachelor of Science degree in Accounting or a Business-related field of study
  • An advanced tax degree (MST, LLM, JD) is preferred
  • CPA or parts of the CPA exam
  • 3+ years of relevant tax experience working in a CPA firm, a professional services firm, a tax consulting practice, or a family office environment
  • A strong tax technical background developed from preparation of income tax returns for all types of entities
  • Strong tax planning and compliance surrounding income, trusts & estates, and gift tax matters
  • Experience with CCH, Axcess, ProSystem, and other tax-related software
  • Experience with Checkpoint, Intelliconnect, and Bloomberg BNA research
  • Proficient in the use of Microsoft Office Suite tools
  • Prior supervision and evaluation of other tax staff
  • Excellent interpersonal and communication skills (both oral and written)
  • Strong analytical and organizational skills
  • Ability to travel to client locations as needed
  • Ability to work in the U.S. without sponsorship

About Mazars:

Mazars USA LLP is an independent member firm of Mazars Group, an international audit, tax, and advisory organization with operations in nearly 100 countries and territories. We offer a wide range of mentoring, training, and professional development opportunities to support you in reaching your fullest potential. We also offer a graduate school support program and tuition reimbursement, as well as international rotation opportunities with the Mazars Group of member firms in Europe, Asia Pacific, the Middle East, Africa, Latin America, and the Caribbean.

Mazars USA LLP is an equal opportunity/affirmative action employer and maintains a drug-free workplace.


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