Trust Estate Specialist

3 weeks ago


Colorado Springs, Colorado, United States Stockman Kast Ryan + Company Full time
About the Role
We are looking for an experienced Trust Estate Specialist to join our team at Stockman Kast Ryan + Company. As a key member of our tax department, you will be responsible for developing client relationships and preparing tax returns for Trust & Estate clients.

### Key Responsibilities:
- Develop client relationships and serve as a trusted advisor.
- Participate in client meetings to assist with answering questions, review returns, research tax issues, and be involved in strategic tax planning.
- Review workpapers and tax returns prepared by tax consultants and other department professionals including technically complex returns.
- Lead, coach and develop tax consultants.
- Knowledge and experience preparing 1041 estate and trust tax returns.
  • Electing Small Business Trust (ESBT) Returns.
  • Trust accounting concepts.
  • Understanding of Distributable Net Income and its relationship to income taxation.


### Benefits:
- Estimated salary range: $76,250-$90,000 per year.
- Competitive compensation package.
- 4 weeks accrued PTO per year.
- 8 paid holidays.
- 401(k) Plan, 3% annual match.
- Medical insurance, Dental insurance, Vision insurance.
- Short-term disability, long-term disability.

### Requirements:
- Bachelor's degree in Accounting, Finance, or related field.
- Proficient with Microsoft Excel, Word, Outlook, and Adobe Reader/Pro.
- Colorado CPA license, or actively pursuing certification or Enrolled Agent.


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