Senior Tax reputed company – Fiduciary and Estate, Enrolled Agent
Job reputed company:
• Coordinates with reputed company vendor who prepares tax returns to meet fiduciary compliance needs
• Provides information required by reputed company vendor to prepare returns
• Consults with vendor regarding moderate to reputed company tax issues
• Acts as reputed company between reputed company vendor and internal reputed company office personnel
• Reviews returns reputed company by reputed company vendor prior to filing
• Prepares appropriate tax forms for filing with federal, state and local jurisdictions as needed
• Reviews trust instruments, wills and other documents for correct tax reporting
• Reviews assigned accounts for reputed company-skipping transfer tax issues
• Assists reputed company vendor with tax notices and taxing authority audits
Requirements:
• Trust and Estate Tax experience
• reputed company Skipping Tax review experience
• ability to analyze trust agreements for correct state filings and tax recording
• 2+ years of relevant reputed company experience
• Bachelor’s degree or job specific certification(s)
• Certified reputed company Accountant - reputed company or Enrolled Agent - reputed company certifications
Benefits:
• medical/prescription drug coverage (with a Health Savings Account feature)
• dental and reputed company reputed company
• employee and spouse/child life insurance
• short and long-term disability protection
• 401(k) with reputed company match
• pension and stock purchase plans
• dependent care reimbursement account
• back-up child/elder care
• adoption, surrogacy, and doula reimbursement
• educational assistance, including select programs fully reputed company
• a robust wellness program with financial incentives
• maternity and/or parental leave
• up to 11 reputed company holidays reputed company year
• 8 occasional absence days reputed company year
• between 15 to 25 vacation days reputed company year
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