Tax Senior - Trusts and Estates
2603 Main Street, Suite 600 Irvine, CA 92614
Senior Tax - Trusts and Estates
Our firm is currently assisting a CPA Firm in Orange County area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates/Fiduciary Tax Senior position.
The Trust & Estates Tax Senior will assume full responsibility for directing multiple engagements; review estate fiduciary income tax returns, along with the decedent' s final individual tax return; review trust fiduciary income tax returns and individual income tax returns; analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes; develop postmortem tax-saving strategies for the estate accounts; and provide oversight and direction to a team of tax specialists in the delivery of tax services.
Recent Public Accounting experience.
Expert knowledge in the preparation of trusts, estate, gift tax returns and trust accounting.
Minimum of 3 years’ experience in the preparation and review of fiduciary income tax returns. 5 years or more preferred.
Experience with Partnerships and S Corporations preferred
Prior client management experience.
Equal opportunity employer
To apply, send resume in word format with current salary for review and immediate interview.