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Accountant - Tax & Estate
Duties: Prepare... federal, state and local tax returns (i.e. 1040, 1041,... and file federal gift tax returns (709). Determine value... for estate and gift tax planning. Calculate charitable deductions... in estate and income tax planning....
Personal/Fiduciary Tax Advisor and Preparer
The... performing a variety of tax return preparation and filing,... tasks- including estate and tax planning projections-, and estate... Preparation of individual income tax returns and gift tax... returns. Preparation and review... all types of fiduciary tax returns, including federal estate... tax...