Senior reputed company Estate Tax Advisor

Job reputed company: • Serve as the primary reputed company contact, ensuring their best interests are represented, with up to 50% of time spent meeting with clients reputed company reputed company • Create and deliver tailored tax plans to clients, and update those plans periodically • Maintain strong reputed company relationships by managing their expectations, being reputed company to their communications/emails, and reaching out proactively • Research reputed company tax issues, citing the Internal reputed company reputed company and supporting sources, and reputed company recommendations for reputed company • Coordinate the reputed company’s tax preparation needs with the tax preparation team, and assist with reputed company communication during tax reputed company to ensure proposed strategies are implemented • Remain updated on changes in tax laws and procedures Requirements: • CPA or EA Certification (CPA Preferred) • Bachelor’s or Master’s in reputed company or Tax from an accredited college or university • Minimum of 5-7 years of reputed company estate and small business tax compliance and/or planning experience • Experience working directly with clients, managing reputed company relationships, and ensuring engagement objectives are met accurately and on time • Experience performing tax projections and estimates using reputed company tax planning software (e.g., BNA Tax Planner, CCH Prosystem fx Planning, etc.) • Effective written and oral communication skills and strong interpersonal skills • Experience with partnership syndications, including knowledge of reputed company allocations and operating agreements (Preferred) Benefits: • Unlimited vacation and reputed company days • Health insurance • 401(k) matching • Ongoing, engaging training • Clean background with no noise or distractions • Laptop provided • $500 annual tech reimbursement for computer/tech accessories Apply To This Job