What are the responsibilities and job description for the Estate & Trust Senior Tax Associate position at Doeren Mayhew CPAs and Advisors?
Doeren Mayhew is a $170 million certified public accounting and advisory firm headquartered in Troy, Michigan, with offices in Grand Rapids, Saranac, Houston, Miami, Atlanta, Dallas, Charlotte, Tampa, Zurich and London. Founded in 1932, Doeren Mayhew is recognized as one of the Top 55 largest CPA firms in the U.S. If you want to join a company positioned for successful future growth and is consistently named among the 50 best-managed firms in the nation, this is the place for you!
Our firm is seeking a Senior Tax Associate in our Troy, MI office to specialize in preparing trust, estate tax and fiduciary income tax returns in compliance with tax laws and regulations. This associate will interact with clients on a regular basis while reporting to firm shareholders within our Domestic Tax Group. The associate will work with legal and tax professionals and taxing authorities on matters relating to federal and state estate and fiduciary income taxes, postmortem tax issues and estate administration.
Responsibilities:
- Prepare Federal Form 706 estate tax returns, state estate or inheritance returns and federal and state fiduciary income tax returns in compliance with tax laws and regulations.
- Work with clients, the estates attorney, related professionals and internal engagement team to resolve tax-related issues and administration matters.
- Review, analyze, and interpret trust documents and wills and develop knowledge about tax implications of language in documents.
- Responsible for meeting time constraints and client deadlines
- Begin acquiring the skills necessary to develop quality client relationship
- Participate in firm training courses to further develop technical skills
- Provide excellent client service by producing quality work, quick turnaround and attentive service
- Assist in tax research related to trust and estate laws
- Assist team in developing new processes and improve existing processes to streamline services for estate compliance and estate related tax consulting.
Qualifications:
- Bachelors Degree in Accounting
- 1-3 years of recent public accounting experience or related experience
- CPA License preferred
- Demonstrated technical knowledge in trust and estate tax returns
- Excellent analytical and problem-solving skills
- Strong written and oral communication skills
- Ability to perform multiple engagements and meet deadlines
- Team player that can also work well independently
Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or any other status protected by law.
