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 hoursFoundational understanding of tax lawAuthorized to work in the United States permanently without the requirement of sponsorshipRole 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 skillsMaintain a high level of organizationTake the initiative to be a team player, maintain a positive attitude, and develop trust with the teamAsk open-ended questions and seek continuous feedback; hold self accountable for service quality, thoroughness, and accuracyMeet charge hour and realization expectations for each job, consistently producing a high-quality work productMaintain a working knowledge of Microsoft Office suite products and other firm softwareWork autonomously under the pressure of tight deadlines and multiple prioritiesRetain learning / knowledge from one client to the next; continuously apply and build on prior learningUnderstand tax code regulations and how they apply to the technical aspects of tax preparation and planningKey Development Opportunities
Interact and collaborate with Seniors, Managers, and PartnersLearn more about the various service lines - what we offer as a firmAttend Tax department meetings and trainingSeek to understand the comprehensive tax processTake initiative, seeking exposure to more complex clients and projectsSeek exposure to multiple teams / people / work styles from which to learnRead journals / publications and internal tax and professional publicationsNetworking : community and professional organizations, alumni programs, etc.Begin studying for and taking the CPA exam