What are the responsibilities and job description for the Fiduciary Tax Staff Accountant position at SEK CPAs & Advisors?
Description
Do you have experience with estate and trust accounting and taxation? Or are you a recent accounting graduate interested in learning estate and trust accounting and taxation? Then SEK may be the firm you are looking for. Especially if you are...
Highly Motivated: Eager to learn about our clients and develop your technical expertise.
Adaptable: Performing diversified accounting and tax related tasks for a variety of clients.
Effective Communicator: Interacting with multiple team members and building strong client relationships.
Engaged Learner: Participate in continuous learning and CPE based on industry and niche.
We are currently seeking a full-time Fiduciary Tax Accountant in our Hagerstown, MD office. We are looking for an experienced accountant but are open to training a strong entry level candidate. The Fiduciary Tax Accountant will collaborate as part of the team and work with the Fiduciary Tax Manager and report directly to the Partner.
A Day in the Life of a Fiduciary Tax Accountant...
- Responsible for working on multiple engagements, ensuring client satisfaction and timely completion.
- Preparation of fiduciary income tax returns
- Preparation of Federal Form 706 and Maryland Form MET 1
- Preparation of Pennsylvania inheritance tax return (REV-1500)
- Preparation of probate administration with the Orphans’ Court
Requirements
- Bachelor’s Degree in Accounting.
- Desire and determination to become a CPA or Active CPA license.
- 0-2 years experience preparing fiduciary income tax return, estate tax returns and estate and trust accountings.
- Professional demeanor towards duties and responsibilities, particularly with regard to professional ethics and the exercise of professional judgment.
- Demonstrates problem-solving, organizational, interpersonal, project management, and communication skills.
- Strong community orientation.
- Proficient in Excel and other Microsoft applications.
- Knowledge of UltraTax a plus.
Why should you join SEK?
Our firm offers team members an excellent career track along with a professional and growth-oriented work environment. We offer flexible schedules, study time on the clock for the CPA exam, and reduced hours in the summer in order to support employee needs to balance their personal and work life. In addition, we strive to provide and maintain a positive work environment where each employee feels encouraged to contribute to our processes, decisions, planning, and culture.
SEK CPAs & Advisors Benefits & Perks:
- 3 weeks of PTO
- Flexible schedules (including half-day Fridays in the summer)
- Teleworking
- Dress for your day policy (jeans included)
- 401k profit sharing plan
- Tuition Reimbursement Program
- CPA incentive Program
- Individual Medical Insurance covered by SEK
About Us:
At SEK CPAs & Advisors, we don't just provide accounting services – we create value and foster trust. What over 60 years ago as a small, three-partner firm in Maryland has grown into one of the premier CPA and advisory firms in the area. With offices in Camp Hill, Carlisle, Chambersburg, Hanover, and York, PA, as well as Hagerstown, MD. The firm is proud to be built on a foundation of integrity, responsiveness, empowerment, quality of life, and community.
We believe industry-focused, high-performing teams are essential to delivering high-quality and innovative solutions to our clients. Therefore, continuous learning, leadership development, and integrating work-life flexibility are critical components of our strategic plan.
At SEK, successful client service experiences are achieved by providing multiple services, frequent and ongoing communication, and a forward-thinking approach, thereby becoming a trusted business advisor throughout the lifecycle of a business or organization.
EOE STATEMENT - We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex or gender, national origin or ancestry, age, physical or mental disability, marital status, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.
Salary : $63,000 - $68,000
