Taxation Team Lead

2 weeks ago


Somerset, New Jersey, United States CRETE PA HOLDCO LLC Full time
Job Overview

As a Taxation Team Lead at CRETE PA HOLDCO LLC, you will play a pivotal role in delivering financial insights to clients, preparing comprehensive financial statements and tax documentation, and overseeing the performance of team members. Your responsibilities will also include guiding junior accountants, scrutinizing and interpreting financial data, and pinpointing and rectifying discrepancies.

Key Responsibilities

  • Prepare and evaluate tax returns for estates, trusts, and affluent individuals.
  • Offer tax planning and advisory services to clients, ensuring adherence to tax regulations.
  • Conduct thorough research on tax matters and uncover tax-saving opportunities for clients.
  • Assist in strategizing and implementing tax plans for estates and trusts.
  • Review and analyze trust documents to ascertain tax consequences.
  • Collaborate with clients and other professionals to gather essential information for tax return preparation.
  • Support in nurturing client relationships and delivering outstanding client service.

Qualifications

  • Bachelor's degree in accounting or a related discipline.
  • CPA certification is highly preferred.
  • A minimum of 4+ years of experience in tax accounting, particularly focusing on estates and trusts.
  • Extensive knowledge of tax laws and regulations pertinent to estates and trusts.
  • Strong analytical and problem-solving capabilities.
  • Exceptional attention to detail and precision.
  • Excellent communication and interpersonal skills.
  • Proficiency in tax software and the Microsoft Office suite.
  • Able to perform well under pressure and meet stringent deadlines.
  • Strong organizational skills with the ability to prioritize tasks effectively.
  • A collaborative mindset and the ability to work well with colleagues.


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