Tax Senior Associate - Trusts & Estates

• Manage a client base of wealthy individuals or high net-worth individuals with complex investments and succession strategies and small business clientele
• Act as technical reviewer of all individuals, estate, gift, and trust tax returns and tax research projects prepared by associates and seniors in a high volume, fast paced environment
• Supervise tax associates and seniors including participation in their training and growth.
• Prepare advanced estate planning projects for unique client situations
• Manage the workflow, including proper delegation to staff according to their experience, and coordination with senior managers and partners on all phases of the engagement
• Proactive effort to develop new business with both current and prospective clients
• Delegate work to staff according to their experience and capabilities in conformance with the planning documents described above
• Provide overall leadership, supervision, training, and performance feedback to staff
• Review the tax working papers and determine that the engagement has been performed in accordance with professional standards and the terms of the engagement letter
• Review trust documents and prepare a trust summary document to assist with trust administration

• Experience managing multiple client engagements
• A keen sense of ownership for delivering ultra-responsive Client Service
• Excellent supervisory, team building, and time management skills

Minimum Qualifications:

• Bachelor's degree in accounting, finance, or related field
• Proficiency in Microsoft Office Suite
• A minimum of 2 years of servicing high net worth clients, with complex investments and succession planning strategies
• CPA license or have secured the educational requirements to satisfy the 150-credit hour requirement necessary to obtain a CPA license.

Preferred Qualifications:

• Master's degree in Accounting, Taxation, Law degree, or a related field
• Experience with CCH Axcess