Sr Tax Associate-Estate, Trust, & Gift Tax Returns

Sr Tax Associate -Estate, Trust, & Gift Tax Returns (Fully Remote)(Multiple roles)
National /Remote

Overview: 

We are currently seeking a Tax Senior to join our Estate/Trust niche in the Tax Practice.

Our basic estate and trust services include:

• Estate and gift tax planning
• Estate, gift and trust tax return preparation
• Post-mortem planning and estate administration
• Charitable planning
• Trust and court accounting
• Life insurance planning
• Accounting and bookkeeping services
• Retirement account planning
• Multi-generation planning
• Business succession planning and valuation

Responsibilities:

• Prepare and review estate, trust, and gift tax returns, as well as closely held business returns (pass-through entities) and individual income tax returns.
• Build on strong coaching skills to mentor key talent
• Share and transfer knowledge and skills to the team
• Consult with high-net-worth clients on income tax, trust, estate, and inheritance tax planning
• Engage in ongoing personal development in line with the competency model
• Develop and nurture long-term relationships with client senior management
• Develop solutions for clients and champion the implementation of ideas
• Review and confirm assignment objectives, scope and work plan with client
• Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles
• Anticipate, identify and resolves complex assignment issues
• Seek regular client assessment of assignment progress and overall feedback on performance

Qualifications:

• Bachelor’s Degree in Accounting, Tax, Finance or related discipline, Master’s in Taxation preferred
• Minimum of 3 years of US tax consulting/compliance experience in public accounting
• Understanding of the concepts of Estate, Trust and Gift planning
• Experience researching estate, gift and trust tax issues
• Experience readin