Trust and Estate Tax Director - Offices in Shelton, Hamden, Bethel, Ridgefield & Norwalk, CT
The Innovative CPA Group is looking for a
Trust and Estate Tax Director to join our CPA firm. This role has Partnership track potential.
Essential Responsibilities:- Manage, prepare, and review complex estate, trust, and gift tax returns
- Perform tax and accounting research with the aid of research tools and communicate with partners and/or clients
- Understand complex estate and trust administration, including probate filings, probate accountings, and reviewing federal and state estate tax returns
- Draft and review responses to tax notices from various federal and state tax agencies
What You'll Bring:- 7+ years of experience with estate and trust administration
- Bachelor's or Master's Degree in Accounting or relevant field required
- CPA license is a plus
- Experience with CCH programs is a plus
- Knowledge of QuickBooks, Microsoft Office Programs, etc.
- Professional and effective oral and written communication skills and interpersonal abilities
- Strong leadership skills with the ability to work well within a team environment
- Integrity, accountability, and confidentiality
- Excellent analytical, organizational skills, and attention to detail
- Positive attitude, strong work ethic, and collaborative spirit
What You'll Love About Us:- Competitive compensation, commensurate with experience.
- 401(k) plan with employer match.
- Paid health insurance for Employees with dependent/spouse coverage at employee cost.
- 4 weeks of vacation
- Onsite gym membership (Shelton location)
- Great work environment
- Flexible work hours
- Opportunity for hybrid schedule
- Business casual attire
