Talent.com
Estate & Trust Associate/Senior
Estate & Trust Associate/SeniorCondley and Company • Abilene, TX, US
Estate & Trust Associate / Senior

Estate & Trust Associate / Senior

Condley and Company • Abilene, TX, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Salary :

Summary of Job Duties

Condley and Company, LLP is hiring both Associates (entry-level) and Seniors (2+ years experience) for its Estate and Trust department.

Estate & Trust staff with Condley and Company receive hands-on training, work closely with other members of the tax team, and gain experience with diverse projects and clientele from week one. As you engage with client work and complex situations, you will learn the processes of public accounting and have the opportunity to add value to our clients and their businesses.

Estate & Trust staff :

  • Prepare estimates, projections, and tax returns with a focus on estate and trust
  • Organize work papers, maintain an open items list, and conduct a self-review of their work before submission to the reviewer
  • Analyze and interpret detailed information and research according to client circumstances

Minimum Entry Requirements

  • Bachelor's degree with appropriate accounting hours
  • Foundational understanding of tax law
  • Authorized to work in the United States permanently without the requirement of sponsorship
  • Role Success Factors

    As an Associate or a Senior, you will work with a team on complex issues and help find solutions that meet client needs. Factors that will help you succeed in this role include :

  • Display problem-solving skills and effective, insightful, and timely communication skills
  • Maintain a high level of organization
  • Take the initiative to be a team player, maintain a positive attitude, and develop trust with the team
  • Ask open-ended questions and seek continuous feedback; hold self accountable for service quality, thoroughness, and accuracy
  • Meet charge hour and realization expectations for each job, consistently producing a high-quality work product
  • Maintain a working knowledge of Microsoft Office suite products and other firm software
  • Work autonomously under the pressure of tight deadlines and multiple priorities
  • Retain learning / knowledge from one client to the next; continuously apply and build on prior learning
  • Understand tax code regulations and how they apply to the technical aspects of tax preparation and planning
  • Key Development Opportunities

  • Interact and collaborate with Seniors, Managers, and Partners
  • Learn more about the various service lines - what we offer as a firm
  • Attend Tax department meetings and training
  • Seek to understand the comprehensive tax process
  • Take initiative, seeking exposure to more complex clients and projects
  • Seek exposure to multiple teams / people / work styles from which to learn
  • Read journals / publications and internal tax and professional publications
  • Networking : community and professional organizations, alumni programs, etc.
  • Begin studying for and taking the CPA exam
  • Create a job alert for this search

    Trust Estate • Abilene, TX, US

    Related jobs
    Travel Certified Occupational Therapy Assistant - Paying up to $1,575 / week

    Travel Certified Occupational Therapy Assistant - Paying up to $1,575 / week

    Vivian Health • Baird, TX, United States
    Full-time
    Vivian is looking for Travel Certified Occupational Therapy Assistant Therapys in Baird, Texas paying up to $1,575 / week At Vivian, we ensure your next step is a step forward.That's why we built a j...Show more
    Last updated: 15 hours ago • Promoted • New!
    Tax Senior Associate

    Tax Senior Associate

    Eide Bailly • Abilene, TX, United States
    Full-time
    A typical day as a Tax Senior Associate in Abilene, TX might include the following : .Prepares individual, business and other types of tax returns for clients in various types of entities and industr...Show more
    Last updated: 30+ days ago • Promoted
    Travel Certified Occupational Therapy Assistant

    Travel Certified Occupational Therapy Assistant

    Synergy Medical Staffing • Baird, TX, US
    Permanent
    Synergy Medical Staffing is seeking a travel Certified Occupational Therapy Assistant for a travel job in Baird, Texas.Job Description & Requirements. Certified Occupational Therapy Assistant.Sh...Show more
    Last updated: 4 days ago • Promoted
    Travel Physical Therapy Assistant

    Travel Physical Therapy Assistant

    Triage Staffing • Baird, TX, US
    Full-time
    Triage Staffing is seeking a travel Physical Therapy Assistant for a travel job in Baird, Texas.Job Description & Requirements. Travel Rehab : Physical Therapy Baird.Location : &n...Show more
    Last updated: 30+ days ago • Promoted
    Travel Certified Occupational Therapy Assistant

    Travel Certified Occupational Therapy Assistant

    Go Healthcare • Baird, TX, US
    Full-time
    Go Healthcare is seeking a travel Certified Occupational Therapy Assistant for a travel job in Baird, Texas.Job Description & Requirements. Certified Occupational Therapy Assistant.Pay package i...Show more
    Last updated: 30+ days ago • Promoted
    Travel Certified Occupational Therapy Assistant - $1,440 per week

    Travel Certified Occupational Therapy Assistant - $1,440 per week

    Go Healthcare • Baird, TX, United States
    Full-time
    Go Healthcare is seeking a travel Certified Occupational Therapy Assistant for a travel job in Baird, Texas.Job Description & Requirements. Certified Occupational Therapy Assistant.Pay package is ba...Show more
    Last updated: 2 days ago • Promoted
    Real Estate Advisor / Agent - Abilene, TX.

    Real Estate Advisor / Agent - Abilene, TX.

    OnAgent, Inc. • Abilene, TX, us
    Full-time
    Quick Apply
    Are you seeking to elevate your success? .Embrace the opportunity to join our collaborative mastermind group, featuring mentorship from Steven Koleno, one of the most forward thinking real est...Show more
    Last updated: 30+ days ago
    Travel Certified Occupational Therapy Assistant

    Travel Certified Occupational Therapy Assistant

    MedAdventures • Baird, TX, US
    Full-time
    MedAdventures is seeking a travel Certified Occupational Therapy Assistant for a travel job in Baird, Texas.Job Description & Requirements. Certified Occupational Therapy Assistant.MedAdventures...Show more
    Last updated: 30+ days ago • Promoted
    Travel Physical Therapy Assistant

    Travel Physical Therapy Assistant

    Go Healthcare • Baird, TX, US
    Full-time
    Go Healthcare is seeking a travel Physical Therapy Assistant for a travel job in Baird, Texas.Job Description & Requirements. Pay package is based on 8 hour shifts and 40 hours per week (subject...Show more
    Last updated: 30+ days ago • Promoted
    Travel Physical Therapy Assistant - $1,380 per week

    Travel Physical Therapy Assistant - $1,380 per week

    Ardor Health Solutions • Baird, TX, United States
    Full-time
    Ardor Health Solutions is seeking a travel Rehab Technician for a travel job in Baird, Texas.Job Description & Requirements. Ardor Health Solutions is looking for a Physical Therapist to join our tr...Show more
    Last updated: 1 day ago • Promoted
    Travel Certified Occupational Therapy Assistant - $1,071 per week

    Travel Certified Occupational Therapy Assistant - $1,071 per week

    Skyline Med Staff Allied • Baird, TX, United States
    Full-time
    Skyline Med Staff Allied is seeking a travel Certified Occupational Therapy Assistant for a travel job in Baird, Texas.Job Description & Requirements. Certified Occupational Therapy Assistant.Join t...Show more
    Last updated: 12 days ago • Promoted
    Travel Certified Occupational Therapy Assistant

    Travel Certified Occupational Therapy Assistant

    Skyline Med Staff Allied • Baird, TX, US
    Full-time
    Skyline Med Staff Allied is seeking a travel Certified Occupational Therapy Assistant for a travel job in Baird, Texas.Job Description & Requirements. Certified Occupational Therapy Assistant.Jo...Show more
    Last updated: 16 days ago • Promoted
    Travel Physical Therapy Assistant

    Travel Physical Therapy Assistant

    Planet Healthcare • Baird, TX, US
    Full-time
    Planet Healthcare is seeking a travel Rehab Technician for a travel job in Baird, Texas.Job Description & Requirements.Planet Healthcare Job ID #69507488. Pay package is based on 8 hour shifts a...Show more
    Last updated: 30+ days ago • Promoted
    Asset Manager

    Asset Manager

    TradeJobsWorkForce • 76430 Albany, TX, US
    Full-time
    Asset Manager Job Duties : Manages client assets according to investment preferences and goal...Show more
    Last updated: 30+ days ago • Promoted
    Travel Long Term Care (LTC) Certified Occupational Therapy Assistant

    Travel Long Term Care (LTC) Certified Occupational Therapy Assistant

    Connected Health Care • Abilene, TX, US
    Permanent +1
    Connected Health Care is seeking a travel Long Term Care (LTC) Certified Occupational Therapy Assistant for a travel job in Abilene, Texas. Job Description & Requirements.Certified Occupational ...Show more
    Last updated: 30+ days ago • Promoted
    Travel Physical Therapy Assistant

    Travel Physical Therapy Assistant

    MedAdventures • Baird, TX, US
    Full-time
    MedAdventures is seeking a travel Physical Therapy Assistant for a travel job in Baird, Texas.Job Description & Requirements. MedAdventures Job ID #57155959.Pay package is based on 8 hour shifts...Show more
    Last updated: 30+ days ago • Promoted
    Travel Occupational Therapist

    Travel Occupational Therapist

    Triage Staffing • Baird, TX, US
    Full-time
    Triage Staffing is seeking a travel Occupational Therapist for a travel job in Baird, Texas.Job Description & Requirements. Travel Rehab : Occupational Therapy Baird.Location : &n...Show more
    Last updated: 1 day ago • Promoted
    Real Estate Agent

    Real Estate Agent

    Vylla • Abilene, TX, US
    Full-time
    Vylla Home’s national footprint and full-service model provide a truly progressive approach to the real estate process, creating extraordinary experiences for both our customers and sales age...Show more
    Last updated: 22 days ago • Promoted
    Travel Long Term Care (LTC) Certified Occupational Therapy Assistant - $1,386 per week

    Travel Long Term Care (LTC) Certified Occupational Therapy Assistant - $1,386 per week

    Connected Health Care • Abilene, TX, United States
    Permanent +1
    Connected Health Care is seeking a travel Long Term Care (LTC) Certified Occupational Therapy Assistant for a travel job in Abilene, Texas. Job Description & Requirements.Certified Occupational Ther...Show more
    Last updated: 30+ days ago • Promoted
    Travel Certified Occupational Therapy Assistant - $1,340 per week

    Travel Certified Occupational Therapy Assistant - $1,340 per week

    MedAdventures • Baird, TX, United States
    Full-time
    MedAdventures is seeking a travel Certified Occupational Therapy Assistant for a travel job in Baird, Texas.Job Description & Requirements. Certified Occupational Therapy Assistant.MedAdventures Job...Show more
    Last updated: 2 days ago • Promoted