Tax, Estate
1 month ago
We are seeking a highly skilled Tax, Estate & Trust Accountant to join our team at Geffen Mesher & Company PC. As a key member of our accounting team, you will be responsible for the preparation and review of estate, gift, and fiduciary tax returns. Your expertise in tax and accounting areas will enable you to efficiently manage multiple projects and provide exceptional service to our clients.
Key Responsibilities:
- Analyze estate planning documents, including wills, codicils, and trust instruments.
- Prepare and review gift tax returns, focusing on insurance trusts, marital trusts, charitable lead trusts, and charitable remainder trusts.
- Engage in special projects related to client matters involving tax accounting, consulting, and research.
- Assist clients with other accounting-related matters.
- Stay up-to-date on tax changes and issues affecting our clients.
Requirements:
- Bachelor's degree in business, accounting, or a related field.
- 2-3+ years of experience in fiduciary preparation, preferably with a certified public accounting firm.
- Certified Public Accountant (CPA) or in the process of becoming one.
- Strong written and verbal communication skills.
- Proficient in MS Office technology suite.
About Us:
Geffen Mesher & Company PC is a mid-sized firm with a small firm feel, committed to fostering strong, lasting partnerships with our clients and team members. We offer a comprehensive benefit package, including a generous 401k and profit-sharing plan, 100% coverage of individual monthly medical premium costs, and paid parental leave. Our team is dedicated to creating a supportive, inclusive culture, with a focus on diversity, equity, and inclusion.
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