Trusts and Estates Tax Specialist
hace 6 días
We are seeking a highly skilled Trusts and Estates Tax Specialist to join our team at Klm Careers. Job Summary:
In this senior role, you will be responsible for overseeing the estate and trust department, including supervising staff members, managing deadlines, and analyzing documents to ensure accurate tax filings.
About the Role:
The ideal candidate will have a strong knowledge of tax regulations related to trusts, estates, and gifts, as well as excellent analytical and problem-solving skills. You will work closely with the management team to achieve common goals and provide support to the administrative department.
Responsibilities:
* Assist in overseeing the estate and trust department, including supervising staff members* Help manage and monitor deadlines for tax return submissions* Analyze estate and trust documents to ensure accurate tax filings* Prepare and review estate, trust, and gift tax returns* Provide support to the administrative department, including assembling and producing completed tax returns and managing extension requests* Generate E-Filing reports and track outstanding E-File requirements as needed* Monitor firm budgets against actual client productivity* Perform additional duties as assigned by partners
What We Offer:
* Competitive salary: $120,000 - $180,000 per year, commensurate with experience* Comprehensive benefits package, including health insurance and retirement plans* Opportunities for bonuses and flexible working arrangements* Hybrid remote work option (1-2 days work from home)* Flexible work schedule* Paid holidays and PTO* Career growth and development opportunities, including leadership and mentorship roles
Requirements:
* Bachelor's degree in accounting required* At least 5 years of experience in preparing and reviewing trust, estate, gift, and individual tax returns* A minimum of 2 years of experience supervising staff and reviewing tax returns* Must be a US Citizen or Green Card holder
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