EGT Tax Planning Specialist

6 days ago


Westlake, United States Corrigan Krause Harrison Harsar CPAS LLC Full time
Job Summary

We are seeking an experienced Estate, Gift and Trust Tax Professional to join our expanding Tax Department at Corrigan Krause. This role will be responsible for providing administrative support to our EGT Niche Director and assisting in the preparation of tax returns.

About Us

Corrigan Krause has been deeply committed to continuous growth and investing in our employees' development and success for over 35 years. Our employees enjoy a competitive and rewarding compensation and benefits package, with opportunities for professional and personal growth.

Responsibilities
  • Collect and organize client data and supporting documentation necessary for proper tax return preparation
  • Assist in preparing individual and trust tax returns, including estate, gift and trust income tax returns (Forms 706, 709, 1041, etc.)
  • Maintain accurate and organized files, ensuring confidentiality and security of sensitive client information
  • Manage multiple engagements with various teams to efficiently meet client deadlines
  • Stay updated on changes in tax laws and regulations, ensuring compliance and leveraging opportunities for tax savings
  • Advise clients on minimizing tax liabilities through proper estate, gift, and trust planning
Requirements
  • 2+ years of work experience in an administrative support role
  • Experience with tax/accounting software preferred
  • Paralegal training or Associate's degree in accounting or finance preferred
  • Knowledge of Microsoft Office products required
  • Tax preparation experience highly preferred
Benefits
  • Competitive salary range: $60,000 - $80,000 per year
  • Hybrid work schedule
  • CPA reimbursement
  • Mentorship & career development
  • Professional denim dress-code policy
  • 401k w/ company contribution
  • Several paid holidays
Why You Should Consider Us

We welcome all people and are against all forms of discrimination. If you are passionate about delivering exceptional results and contributing to a dynamic team, we encourage you to apply.


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