82 Senior Tax Associate (Individual Estate Trust) Jobs in Irvine, CA
Redwitz is Hiring a Senior Tax Associate (Individual Estate Trust) Near Irvine, CA
Prepare more complex trusts, estate, and gift tax returns.
Preparation of the more complex individual tax returns, and returns with multi-state, and international issues.
Assists with year-end tax planning and quarterly estimates; Assists with year-end projections for high-net-worth individuals.
Respond to inquiries from the Internal Revenue Service (IRS), Franchise Tax Board (FTB) and other tax authorities, and Interface with tax authorities to assist with gathering information for local, state, and federal tax audits.
Provide oversight, training and support to interns and staff, and promote open communication to their manager and partner.
Participate in tax research projects on a variety of tax issues and assists with training on various related topics.
Proactively manage project deadlines to ensure delivery of work product based on client and management team expectations and statutory deadlines. Openly communicate with managers, and partners about the status and progress of tasks and projects.
Continue to develop, maintain, and improve knowledge of local, state, and federal tax rules, regulations, and guidance.
Qualifications5-7 years of relevant experience in public accounting or a combination of individual finance or wealth management experience and public accounting experience, required.
EA Required Or CPA Certification Preferred.Clear, concise, and professional verbal and written communication skills.
Strong organizational skills, detail-oriented and can handle a fast-paced work environment.
Ability to work independently and prioritize duties with minimal supervision to meet deadlines.
Knowledge of Microsoft Office Suite, including Outlook, Word, and Excel.
Experience with accounting software packages – QuickBooks, CCH ProSystem Engagement, CCH Axcess Tax, CCH Axcess Document and CCH Axcess Workstream, a plus.
Company DescriptionRedwitz Inc. is a well-established, highly respected, growing CPA firm based in Irvine. We are engaged in all aspects of public accounting and perform work in a multitude of industries. We have offices in Irvine, San Jose and San Diego.
Redwitz Inc. is a well-established, highly respected, growing CPA firm based in Irvine. We are engaged in all aspects of public accounting and perform work in a multitude of industries. We have offices in Irvine, San Jose and San Diego.
Job Summary
Full Time
Business Services
$189k-240k (estimate)
06/17/2024
09/10/2024
redwitz.com
IRVINE, CA
50 - 100
1975
ROBERT R REDWITZ
$5M - $10M
Business Services
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The job skills required for Senior Tax Associate (Individual Estate Trust) include Tax Return, Accounting, CPA, Tax Planning, Written Communication, Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be a Senior Tax Associate (Individual Estate Trust). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Senior Tax Associate (Individual Estate Trust). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Senior Tax Associate (Individual Estate Trust) positions, which can be used as a reference in future career path planning. As a Senior Tax Associate (Individual Estate Trust), it can be promoted into senior positions as a Tax Research Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Tax Associate (Individual Estate Trust). You can explore the career advancement for a Senior Tax Associate (Individual Estate Trust) below and select your interested title to get hiring information.
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