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Trust Tax Advisor

2 months ago


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

Jobot is in search of a Tax Senior with a specialization in Trusts to become a vital part of our thriving team. In this pivotal role within our tax division, you will deliver extensive tax services to a varied clientele, concentrating on trust taxation. This position offers a remarkable chance to enhance your skills and play a significant role in our clients' financial achievements.

Why choose Jobot?
  • Career Advancement: Numerous 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 Assurance: 401k matching program to help secure your financial future.
  • Flexible Work Arrangements: Options for hybrid or remote work to promote a balanced lifestyle.
Primary Responsibilities:
  • Trust Tax Compliance and Strategy: Prepare and evaluate intricate trust tax filings, providing strategic tax planning insights.
  • Client Engagement: Assess clients' financial circumstances and deliver customized tax solutions.
  • Research and Insight: Keep abreast of pertinent tax regulations and conduct in-depth research.
  • Team Collaboration: Collaborate with fellow tax professionals and mentor junior team members.
  • Risk Assessment: Identify and address tax-related risks, ensuring adherence to professional standards.
Required Qualifications:
  • Bachelor's degree in Accounting, Finance, or a related discipline.
  • CPA certification or actively pursuing it.
  • 3-5 years of experience in public accounting, particularly in trust taxation.
  • In-depth understanding of federal and state tax regulations concerning trusts.
  • Exceptional analytical, organizational, and communication abilities.
  • Proficiency in tax preparation software and Microsoft Office Suite.
  • This position presents a challenging yet rewarding opportunity to deepen your expertise in trust taxation within a supportive environment. Join our team and contribute to enhancing our clients' financial health.
If you are interested in this opportunity, please submit your resume for consideration.