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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Tax - General
Trusts and Estates
Min 7 yrs required
Estate and Trust Tax Principal The candidate will be responsible for tax planning, compliance, consulting, project/task management, engagement management, supervision of staff and managers, and ongoing staff development for the Estate & Trust practice. Responsible for the identification and development of sophisticated Estate & Trust planning strategies on current and potential clients. Responsible for the efficient and accurate, complete and timely preparation of all clients’ tax returns. Develops a thorough understanding of all tax, audit and consulting services provided by the Firm, links this understanding to potential client needs, and identifies opportunities to expand the scope of current engagements through identification of client needs and requirements. Develops long-term relationships, networks both internally and externally and generates new business opportunities. Manages utilization and realization of self and staff. Manages engagement efficiently by timely assignment, supervision and review of work; conducts timely billing on all engagements for which he/she is responsible. Assumes full responsibility for larger, more complicated tax returns and delegates to the various tax preparers as deemed necessary. Participates actively in client meetings and tax planning efforts to assist the Auditing & Accounting department with larger, more complicated/specialized clients. Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions. Works directly with Partners and clients to ensure tax and accounting engagements are completed in an accurate and timely manner. Assumes responsibility for smooth flow of tax returns through the tax preparation system to ensure accurate, complete and timely preparation and delivery of all clients’ tax returns. Delegates and manages governmental tax examinations; may represent the client before the appropriate tax authorities. Serves as the Engagement Lead on specific client accounts, taking responsibility for pre-engagement planning, execution and final deliverable development. Develops the engagement work plan, illustrates budgets and schedule, monitors project status, manages tax compliance process, schedules staff and delivers work product on time and within budget. Works on multi-disciplinary teams and has direct contact with clients and targets to identify issues and opportunities, formulate a value proposition, and secure engagements. Review complex gift, estate and fiduciary income tax returns, including related schedules and forms. Preparation and review of fiduciary accounting for estates and trusts. Provide tax planning and consulting to our Firm’s high net-worth clients for estate and individual income taxes. Research and consult on various estate, gift and trust related issues, such as trustee and beneficiary issues. Identify additional estate and income tax planning opportunities for clients. Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Communicates to the appropriate Firm personnel important tax developments affecting the Firm’s clients. Develops a professional relationship with the client, serves as the main point-of-contact to the client, and ensures that the client is fully informed of engagement progress. Maintains a familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness. Works to develop responsible, trained staff by assisting recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs. Supervises, trains and develops staff.
Qualification and Experience
The candidate must have undergraduate or graduate degree in accounting and/or other appropriate academic. Master’s degree in Taxation or equivalent experience required. Current and valid CPA license or JD Degree required. Member in good standing with AICPA required. Should have proficiency with MS Office suite of products as well as tax preparation, compliance & research software. Must have 7+ years of experience in public accounting, demonstrating a proven progression in estate & trust tax return complexity, scope and research. Federal, state and local tax compliance experience is also required. Should have 7+ years of experience representing clients before taxing authorities and experience supervising and directing the work of others. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required.
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