Trust and Estate Tax Manager/Director

The Innovative CPA Group

$110K — $130K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of estate and trust administration experience
  • Bachelor's or Master's Degree in Accounting or related field
  • CPA license preferred
  • Experience with CCH software advantageous
  • Proficient in QuickBooks and Microsoft Office
  • Strong oral and written communication skills
  • Demonstrated leadership abilities, collaborative nature
  • High level of integrity and accountability
  • Excellent analytical and organizational skills
  • Detail-oriented and positive work attitude.

Responsibilities

  • Manage, prepare, and review complex estate, trust, and gift tax returns
  • Conduct tax and accounting research and communicate findings
  • Oversee estate and trust administration tasks, including probate filings
  • Draft and review responses to federal and state tax agency notices
  • Guide clients through estate and trust processes
  • Ensure compliance with applicable tax laws and regulations.

Benefits

  • 401(k) with employer matching
  • Fully covered health insurance for employees
  • 4 weeks paid vacation
  • Onsite gym membership available
  • Flexible working hours
  • Option for hybrid work model
  • Business casual dress code
  • Supportive work environment.
Full Job Description
Trust and Estate Tax Manager/Director - Offices in Shelton, Hamden, Bethel, Ridgefield & Norwalk, CT

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

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