Job Description

We have partnered with a large accounting firm in the San Jose, CA area to provide them with a Tax Senior - Estate, Trust & Gift.

Our client is growing and is looking to hire a Tax Senior with solid experience in Fiduciary, Estate & Gift, an upbeat attitude, and a desire to grow and add value to their firm and to their clients.

Responsibilities of the Tax Senior - Estate, Trust & Gift:

Prepare corporate, fiduciary (complex, grantor, simple and split-interest), gift, individual, partnership and private foundation tax returns, including preparation of workpapers and lead sheets
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

Requirements of the Tax Senior - Estate, Trust & Gift:

Bachelor’s Degree in Accounting, Masters in Taxation a plus
Working towards or licensed as a CPA in CA
3-year minimum relevant experience as a tax professional
Excellent interpersonal, oral and written communication skills
Strong accounting skills required
Experience using ProSystems and Engagement software is a plus
Particularly looking for Seniors with experience in Fiduciary, Estate & Gift or a desire to specialize in this area

Benefits of the Tax Senior - Estate, Trust & Gift: