Ernst & Young

Tax Senior-Estate, Gift, and Trust

Ernst & Young • $100K — $140K *
Campbell, CA 95008In-Person
Legal & Accounting
Less than 5 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting; Master's in Taxation preferred
  • Currently pursuing or licensed CPA
  • Minimum 3 years of tax professional experience
  • Strong interpersonal, verbal, and written communication skills
  • Solid accounting skills
  • Familiarity with CCH Axcess tax software is advantageous

Responsibilities

  • Prepare complex fiduciary income tax returns including Form 1041 and state returns
  • Prepare estate tax returns, including Form 706 and supporting schedules
  • Handle gift tax returns, including Form 709 and related disclosures
  • Analyze trust documents for tax reporting requirements
  • Assist with income distribution deduction calculations and Schedule K-1 preparation
  • Manage post-death tax compliance and estate administration
  • Conduct research and consult on client tax matters
  • Respond to inquiries from tax authorities and develop client correspondence

Benefits

  • Opportunity for professional development and growth
  • Work with high-net-worth clients and family entities
  • Collaborative and supportive work environment
  • Engagement with various tax issues and complex cases
Full Job Description
Primary Responsibilities of the Role
  • Prepare complex fiduciary income tax returns, including Form 1041 and related state fiduciary income tax returns.
  • Preparation of estate tax returns, i.e., Form 706, and supporting schedules, including reaching out to other professionals and/or clients as needed to gather information.
  • Prepare gift tax returns, including Form 709, gift allocation schedules, GST exemption allocation reporting, and related disclosures.
  • Analyze trust documents to determine tax reporting requirements.
  • Assist with income distribution deduction calculations, distributable net income calculations, beneficiary reporting, and Schedule K-1 preparation.
  • Assist with post-death tax compliance, including decedent final individual income tax returns, estate income tax returns, and coordination of estate administration tax matters.
  • Experience working with high-net-worth (HNW) individuals and family entities is highly preferred.
  • Prepare tax projections and related estimated payments.
  • Research and consult with management on various client-related tax matters.
  • Respond to inquiries from the IRS and other tax authorities.
  • Develop and edit correspondence, memoranda, and other client deliverables as needed.


Your Qualifications
  • Bachelor's degree in accounting, Masters in Taxation a plus
  • Working towards or licensed as a CPA.
  • 3+ years of experience as a tax professional
  • Excellent interpersonal, verbal, and written communication skills
  • Strong accounting skills required.
  • Experience using CCH Axcess tax software is a plus.


Salary Pay Scale
  • This position's salary range is $100,000 - $140,000.


Sound like a good fit?

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Thank you for taking the time to consider ASL.

About Ernst & Young

Ernst & Young (EY) is a multinational professional services firm that provides audit, tax, consulting, and advisory services to clients in a wide range of industries. The firm was founded in 1989 through the merger of Ernst & Whinney and Arthur Young & Co., and has since grown to become one of the largest professional services firms in the world. EY is committed to building a better working world by helping its clients solve their toughest challenges, and by creating a positive impact on the communities it serves.
Learn more about Ernst & Young
Size
300,000 employees
Industry
Business Services
Founded
1989
* Ladders Estimates

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