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Porte Brown LLC
Senior Tax Accountant - Estate & TrustPorte Brown LLC • Elk Grove Village, IL, United States
Senior Tax Accountant - Estate & Trust

Senior Tax Accountant - Estate & Trust

Porte Brown LLC • Elk Grove Village, IL, United States
30+ days ago
Job type
  • Full-time
Job description

Senior Tax Accountant

We are currently seeking a Senior Tax Accountant with a specialization in Estate and Trust to join our talented team.

The Senior E & T Accountant is responsible for organizing client assignments and projects including the completion of assigned tasks and project components as well as coaching and mentoring team members in client and self-development expectations.

Duties and Responsibilities

  • Assist partners and managers in consulting with closely held business and individual clients on financial and tax planning matters.
  • Prepare tax returns, including consolidated or multi-state business returns, complex pass-through entities, and complex individuals.
  • Identify and research all aspects of estate and trust engagements, including planning, research, compliance and reporting.
  • Reading through trust agreements and wills to determine appropriate filings and estate structure.
  • Complete monthly and quarterly accounting projects at client locations
  • Demonstrate an interest in practice development.
  • Advises and coaches team members and sets example by demonstrating high energy level and enthusiasm.
  • Actively supports new initiatives.
  • Identify opportunities to improve assignment profitability and efficiency.
  • Pursues self-development opportunities.
  • Work as an effective team member to complete project components and assigned tasks.
  • Must be able to manage own work schedule.
  • Actively work to build networking, marketing and business development skills.

Requirements

Position Qualifications

  • 3+ years of current Public Accounting Experience
  • Experience preparing Form 1041 Fiduciary Income tax returns.
  • Experience preparing Form 709 Gift Tax returns.
  • Experience preparing Form 706 Estate Tax returns.
  • Experience preparing Deceased Taxpayer Income Tax returns.
  • BA/BS Degree in Accounting, Finance, or related field.
  • CPA Certification; or eligible to sit for the CPA exam.
  • Proficiency with tax software, MS Office, and working knowledge of QuickBooks.
  • Strong client rapport and project management skills
  • Strong technical knowledge and skills
  • Strong problem-solving capabilities.
  • Ability to multi-task and manage multiple projects simultaneously.
  • Organization Managing your own schedule.
  • Excellent verbal and written communication skills with ability to focus on complex financial information.

Certification, Licenses, Registrations

CPA, in progress or soon to be in progress.

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Senior Tax Accountant - Estate & Trust • Elk Grove Village, IL, United States

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