Senior Estates Tax Consultant

2 weeks ago


Wilmington, Delaware, United States Belfint, Lyons & Shuman, PA Full time
Position Overview

Belfint, Lyons & Shuman, PA, a prominent certified public accounting firm in Delaware, is in search of a seasoned professional to enhance our Estate & Trust Practice Area. The ideal candidate will possess a comprehensive understanding of estate and trust taxation, encompassing gift, estate, inheritance, and various fiduciary tax matters for both individuals and entities.

Key Responsibilities
  • Preparation of intricate tax returns, including but not limited to Forms 1041, 1041A, 5227, 990PF, 706, and 709 for individuals and entities.
  • Offering strategic guidance on estate planning, recent inheritances, lifetime charitable contributions, and asset safeguarding.
  • Staying updated on trust creation and interpretation of trust documentation.
  • Estimating tax liabilities based on historical and projected transactions.
  • Building and nurturing relationships with client attorneys and financial advisors.
  • Engaging with various tax authorities for inquiries.
  • Reviewing and adjusting work based on previous years' performance and any changes in clients' accounting practices to ensure compliance with evolving tax regulations.
  • Conducting tax planning sessions and consultations with clients.
  • Providing mentorship to junior staff on their assignments.
Qualifications

Essential:

  • Bachelor's degree in Accounting.
  • 3-7 years of experience in public accounting within a tax-focused environment.
  • CPA certification or evidence of progress towards certification.
  • Extensive knowledge of gift, estate, and fiduciary income tax matters.
  • Capability to work autonomously.
  • Preferred supervisory experience and strong client relationship skills.
  • Familiarity with ProSystems/Axcess software, Thomson Reuters Checkpoint, Microsoft Office, and other relevant tax planning and accounting tools.

Belfint, Lyons & Shuman, PA is recognized as a leader in the industry, offering a supportive environment that fosters professional growth. We provide a diverse range of responsibilities, flexible work arrangements, competitive compensation, generous signing bonuses, comprehensive benefits, and ongoing training opportunities.

Work Environment Options
  • Fully on-site
  • Fully remote
  • Hybrid

Note: Only candidates selected for further consideration will be contacted.


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