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Trust Compliance Senior

2 months ago

Scottsdale, Arizona, United States Jobot Full time
Tax Senior - Trust Specialist at Jobot

Jobot is in search of a dedicated Tax Senior with a specialization in Trusts to enhance our exceptional team. As an integral part of our tax division, you will deliver extensive tax services to a varied clientele, emphasizing trust taxation. This role presents a remarkable chance to refine your skills and contribute significantly to our clients' financial achievements.

Why choose Jobot?
  • Career Advancement: Opportunities for professional growth and skill enhancement.
  • Comprehensive Benefits: Full coverage for dental, medical, and vision insurance.
  • Work-Life Harmony: Enjoy flexible Fridays off during the summer months, alongside generous paid time off.
  • Financial Planning: 401k matching up to 4% to support your future.
  • Flexible Work Arrangements: Options for hybrid or remote work to promote work-life balance.
Key Responsibilities:
  • Trust Tax Compliance and Strategy: Prepare and review intricate trust tax returns, providing strategic tax planning insights.
  • Client Engagement: Assess clients' financial circumstances and deliver customized tax solutions.
  • Research and Insights: Remain updated on pertinent tax regulations and conduct in-depth research.
  • Team Engagement: Collaborate with fellow tax professionals and mentor junior team members.
  • Risk Assessment: Identify and address tax-related risks, ensuring adherence to professional standards.
Qualifications:
  • Bachelor's degree in Accounting, Finance, or a related discipline.
  • CPA certification or in the process of obtaining it.
  • 3-5 years of experience in public accounting, focusing on trust taxation.
  • Strong understanding of federal and state tax regulations pertaining to trusts.
  • Exceptional analytical, organizational, and communication abilities.
  • Proficient in tax preparation software and Microsoft Office Suite.
  • This position offers a challenging yet rewarding opportunity to deepen your expertise in trust taxation within a supportive setting. Join our team and positively impact our clients' financial health.
If you are interested in this opportunity, please submit your resume for consideration.