What are the responsibilities and job description for the Tax Senior - Estate & Trust Tax position at Food Management Search?
TAX SENIOR
Well established, highly profitable regional CPA firm seeks a Tax Senior to specialize in estate and trust tax. Hybrid work environment. Candidates must have estate and trust tax experience. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression. The Senior is responsible for the efficient, accurate, complete, and timely preparation of all clients’ tax returns.
Responsibilities:
- Performs technical tax compliance and review and approval of all tax returns and governmental tax examinations of any complexity.
- Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
- Performs all task related to client service and sees that assignments are accomplished within budgeted time.
- Maintains familiarity with qualifications of all tax staff members and reviews staff assignments for appropriateness.
- Supervises tax staff and provides on-the-job training.
Supervisory Responsibilities:
- Responsible for the development, coaching and training of Semi-seniors and Staff accountants.
- Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
- Participates in reviews and evaluations of the Tax Department.
Qualifications:
- At least 2-5 years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research. Must have some estate and trust tax experience.
- Minimum one (1) year experience supervising and directing work of tax preparers.
- Bachelor’s degree in accounting required, Master’s degree in taxation preferred.
- A current and valid certified public accountant’s license is preferred.