What are the responsibilities and job description for the Tax Senior - Estates and Trusts position at Impact Solutions Inc?
TAX SENIOR
Well, established, highly profitable regional CPA firm seeks a Tax Senior to specialize in tax trusts, to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including overtime paid at time and one half 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.
Responsibilities
- Preparation of individual, corporate, partnership, LLC, trust, and bankruptcy tax returns.
- Preparation of client monthly accounting and financial statements.
- Analysis of financial data and preparation of reports in conjunction with forensic accounting, bankruptcy, and litigation support work.
- Operations management analysis and consulting.
Qualifications
- At least three to five (3 to 5) years’ experience in public accounting, demonstrating a progression in complexity of auditing and accounting tasks and tax knowledge.
- A qualified applicant should have a working knowledge of the trust taxation theory, trust/fiduciary accounting income, and distributable net income rules, and be familiar with the concepts of revocable living trusts and other grantor trusts, marital trusts, bypass trusts and charitable split-interest trusts.
- Bachelor’s degree in accounting, or master’s degree in accounting.
- Minimum of forty (40) hours of continuing professional education is required each year.
- Either hold a current and valid CPA’s license or be working toward obtaining the license by taking and passing the applicable state CPA exam.
- If licensed, should be a member in good standing with the AICPA.
