Legal Staff Accounting/Finance in Grand Rapids, MI

Law Firm

Grand Rapids, MI

Legal Staff Accounting/Finance in Grand Rapids, MI

Legal Staff

Min 5 yrs required

No

Salary Information:

Competitive salary based on experience and qualifications.
Generous benefits package including health, dental, vision, and life insurance.
401(k) retirement plan with employer match.
Paid time off and holidays.
Professional development and training opportunities.

Job Title: Experienced Estate and Gift Tax CPA
Experience: At least 5 years of experience in estate and gift tax planning.
Department: Estate Planning and Tax
Location: Grand Rapids or Birmingham

H1: Join **Members Only** as an Experienced Estate and Gift Tax CPA
H2: Make a Difference in the Lives of Clients with Your Tax Expertise

**Members Only**, a leading law firm with offices in Grand Rapids and Birmingham, is seeking an experienced Certified Public Accountant (CPA) to join our Estate Planning and Tax team. In this role, you will have the opportunity to work closely with our clients and attorneys to provide expert counsel on estate and gift tax matters, as well as prepare fiduciary income tax returns for trusts and estates. If you have a passion for tax planning and a desire to make a meaningful impact in the lives of clients, we want to hear from you.

Responsibilities:

Collaborate with clients and attorneys to develop effective estate and gift tax strategies.
Prepare and review complex estate, gift, and fiduciary income tax returns, ensuring accuracy and compliance with all regulations and guidelines.
Conduct tax research and analysis to identify potential tax-saving opportunities and mitigate potential risks.
Assess and evaluate clients' financial information, including individual and trust income tax returns, financial statements, and various investment portfolios.
Advise clients on the tax implications associated with wealth transfer and succession planning.
Stay up to date on the latest changes and best practices in estate and gift tax laws and regulations.
Provide innovative solutions to clients' tax-related challenges, helping them optimize their financial goals.
Maintain strong relationships with clients, leveraging excellent communication skills to clearly explain complex tax concepts and strategies.

Qualifications:

Must have .
Minimum of 5 years of experience in estate and gift tax planning, preferably in a law firm or CPA firm setting.
In-depth knowledge of estate, gift and fiduciary income tax laws.
Experience with 706, 709, and 1041 tax preparation.
Proficiency in tax research software.
Strong skills and experience with MS Excel.
Excellent analytical and problem-solving abilities, with the capability to identify potential tax issues and offer practical solutions.
Attention to detail, ensuring accuracy and compliance with regulatory requirements.
Ability to work collaboratively within a team environment, supporting attorneys and colleagues with tax expertise.
Exceptional communication and interpersonal skills, allowing for effective interaction with clients and colleagues.

Job ID: 184
#INDHP

Salary Information:

Competitive salary based on experience and qualifications.
Generous benefits package including health, dental, vision, and life insurance.
401(k) retirement plan with employer match.
Paid time off and holidays.
Professional development and training opportunities.

Job Title: Experienced Estate and Gift Tax CPA
Experience: At least 5 years of experience in estate and gift tax planning.
Department: Estate Planning and Tax
Location: Grand Rapids or Birmingham

As an Experienced Estate and Gift Tax CPA at **Members Only**, you will have the opportunity to use your expertise to help clients navigate complex tax laws and regulations. In addition to competitive salary and benefits, you will also have access to professional development and training opportunities to continue growing your skills and knowledge. Join our team and make a difference in the lives of our clients today.