Senior Trust and Estate Tax Accountant

6 days ago


Charlottesville, VA, United States Hantzmon Wiebel Full time
Who We Are
Our Purpose: We exist to provide solutions and create value through our professional services for businesses, individuals, and nonprofits in our community.
Our Vision: We are committed to utilizing our position as the preeminent independent accounting and professional services firm in Central Virginia to make a positive difference for our clients and our community.
Our Mission: We will use our expertise and entrepreneurial spirit to:
  • Nurture future leaders through a supportive, challenging, and enjoyable work environment
  • Provide the highest quality professional services to our clients
  • Utilize our outstanding team and maximize their effectiveness by promoting a healthy balance between work and daily life
  • Work with clients and team members to accomplish their desired results
Responsibilities
  • Prepare and review fiduciary income tax returns
  • Prepare and review complex estate tax returns and related schedules
  • Prepare and review complex gift tax returns and related schedules
  • Research and stay up-to-date on federal and state estate tax laws and regulations
  • Advise clients on estate planning strategies to minimize estate tax liability
  • Collaborate with attorneys and other professionals involved in estate planning
  • Train and mentor junior staff members
  • Manager probate and other estate administration processes
What we're looking for
  • Bachelor's degree in accounting or a related field
  • CPA certification required
  • 5 years of experience in estate and fiduciary tax accounting
  • Strong understanding of estate tax laws and regulations
  • Excellent analytical and problem-solving skills
  • Strong communication and analytical skills
  • Highly motivated with a strong work ethic and a team player
  • Tech-savvy with proficiency in Microsoft Office Suite
  • Ability to make informed decisions and stay organized with a keen attention to detail
  • Ability to multi-task, problem-solve, and work under pressure
  • High level of professionalism
  • Ability to maintain confidentiality of client information
  • Ability to adapt to specialized tax and accounting software
The perks
  • Career growth opportunities
  • Competitive salary compensation based on experience
  • Paid holidays and paid time off
  • Full benefits including:
    • 401(k) and profit sharing plan
    • Medical
    • Dental
    • Vision
    • HSA
    • FSA
    • Life insurance
    • Parental leave


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