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Accountant - Paralegal - Tax Support The candidate will be primary preparer and go-to person for other preparers for forms 706 and 1041 and decedentâ€™s final individual income tax returns. Collect, maintain and monitor client data bases to support tax work. Assist with business development in the estate and trust area. Provide administrative support in private tax, estate and trust industry team and other areas as requested. Must have Associates degree in accounting or related field or paralegal certification. Should have 2+ years of experience in a role providing client services for private tax, estate and trust clients including tax return preparation and gathering and monitoring client data. Proficiency and aptitude for applicable software (Microsoft Excel, Word, Outlook, tax software and other business systems) is needed. Strong organization skills/goal orientation/self-motivation is must.
Requisition Number: 18-0457
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