What are the responsibilities and job description for the Trust and Estate Senior Tax Staff position at LAVINE LOFGREN MORRIS & ENGELBERG LLP?
Job description:
- Preparation of Gift, Estate and Trust tax returns
- Preparation of federal and state quarterly estimated tax payments
- Assist in tax planning for trust and individual income taxes\
- Assist in researching estate, gift, and trust related issues
- Handle multiple engagements at one time and meet deadlines
- Ask appropriate questions when faced with difficulties
- Produce deliverables that are clear, concise, thorough and of professional quality
- Provide guidance and feedback to staff and interns
- Facilitate and partake in office trainings and mentorship program
- Dedicated to meeting and exceeding the expectations and requirements of clients
Qualifications:
Qualified candidates will possess the following:
- 3 or more years of experience in public accounting
- Undergraduate or graduate degree in Accounting or Tax
- CPA certification obtained or in progress, JD
- Excellent organization and time management skills
- Highly detail-oriented, organized and proactive
- Strong written and verbal communication skills with a client-service focus
- Strong computer skills; knowledge of ProSystem Tax and Engagement a plus
- Technical skills reflective of experience
- An ability to work within a team framework and comfortable reporting to multiple people
Our benefits include:
- Competitive salary
- Health, dental, vision, life, long-term disability insurance
- 401(k) plan
- New business and employee referral bonuses
- Professional dues
- Continuing education
- Free parking
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Salary : $80,000 - $110,000