Job Details

Gift & Trust Taxation Professional

Company name

Organization Type

In-House

Job Type

Attorney

Years of Experience

3-5 yrs required

Location

Latham, NY

Date Last Verified

Oct 19,2017

Posted on

Sep 05,2017
Practice Area
Tax >> Tax - General
Trusts and Estates >> Trusts and Estates
Apply for this job
 
Your Email:
Upload Resume:

 
17 hits

Profile

Gift and Trust Taxation Professional Ayco's National Tax Group is responsible for tax preparation, compliance and planning. It handles individual, partnership, corporation, trust and/or gift tax returns. Review of complex gift (709) and trust (1041) tax returns. Review, analyze and interpret trust documents/governing instruments. Provide research and technical support to financial counseling teams on estate planning concepts and related tax issues. J.D. or CPA required. Must have 3-5 years of experience with a focus in estate planning, gifts and trusts. Should have strong computer skills. Familiarity with Gosystem software is a plus. Superior oral and written communication skills to explain subjects in an understandable way are needed.

Company info

Apply Now

Similar Jobs:

Lending Compliance Attorney Duties: Oversees the compliance and mortgage servicing compliance functions for the retail lending department. Support the legal and compliance needs of the retail lending department. Additional legal ...
Managing Attorney The candidate will be responsible for directing the activities of the legal office. All job duties and responsibilities must be carried out in compliance with applicable legal and regulatory requirements. Balanc...
Real Estate Specialist – Services The candidate reports to: Real Estate Manager. Execute and deliver on the day-to-day Area Real Estate activities in accordance with company objectives. Perform all revenue producing services to...