Estate & Trust Senior Tax Specialist

5 days ago


Troy, Michigan, United States Doeren Mayhew CPAs and Advisors Full time
About the Role

Doeren Mayhew CPAs and Advisors, a leading public accounting and advisory firm, is seeking a highly skilled Senior Tax Associate to join our Domestic Tax Group in Troy, MI. As a key member of our team, you will specialize in preparing trust, estate tax, and fiduciary income tax returns in compliance with tax laws and regulations.

Key Responsibilities:

  • Prepare Federal Form 706 estate tax returns, state estate or inheritance returns, and federal and state fiduciary income tax returns in compliance with tax laws and regulations.
  • Collaborate with clients, estate attorneys, and internal teams to resolve tax-related issues and administration matters.
  • Review, analyze, and interpret trust documents and wills, developing expertise in tax implications of document language.
  • Meet time constraints and client deadlines while delivering high-quality work.
  • Develop strong client relationships and participate in firm training courses to enhance technical skills.
  • Provide exceptional client service through quality work, timely delivery, and attentive support.
  • Contribute to tax research related to trust and estate laws and assist in developing new processes to streamline services.

Requirements:

  • Bachelor's Degree in Accounting
  • 1-3 years of recent public accounting experience or related experience
  • CPA License preferred
  • Demonstrated technical knowledge in trust and estate tax returns
  • Excellent analytical and problem-solving skills
  • Strong written and oral communication skills
  • Ability to perform multiple engagements and meet deadlines
  • Team player with strong independent work capabilities

Doeren Mayhew CPAs and Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, age, disability, sexual orientation, gender identity, or expression.



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