Job Details

Gift & Trust Taxation Professional

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Organization Type


Job Type


Years of Experience

3-5 yrs required


Latham, NY

Date Last Verified

Oct 19,2017

Posted on

Sep 05,2017
Practice Area
Tax >> Tax - General
Trusts and Estates >> Trusts and Estates
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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.

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